Retirement Planning

As an advisor to families, individuals and businesses for many years, I’ve been inspired by these tips, all of which

Annuities Guaranteed Income Solutions Indexed Annuities News Retirement Planning

Never Lose Money In The Market Again:

April 3, 2020July 10, 2020 Ted Bernstein guaranteed income, retirement planning, safe annuities, stock market alternative

If stock market losses are too much for you to handle and you know there is a better way to protect your retirement assets, read this.

Annuities Retirement Planning

Annuity Glossary, Terms & Definitions

December 18, 2019February 27, 2020 Ted Bernstein annuities, annuity definitions, annuity terms

Explore these annuity definitions and terms to help you find the best fixed indexed annuities, income annuities and annuities with lifetime income riders.

Guaranteed Income Solutions Indexed Annuities Life Cycle Planning Retirement Planning

Income Annuities in Your IRA? The Advantages Just Might Surprise You.

August 8, 2019March 6, 2020 Ted Bernstein

Income annuities are the perfect vehicle to own inside an IRA. Their guarantees and lifetime income are ideal for retirement planning.

innovation Life Insurance News Retirement Planning Ted Bernstein Useful Tips & Information

Selling Un-Needed Life Insurance Gains Acceptance

June 25, 2018June 23, 2018 Ted Bernstein

Selling un-needed life insurance policies in the secondary market is now considered mainstream. It is a noteworthy development when class

Deborah Bernstein Indexed Annuities News Retirement Planning Ted Bernstein Useful Tips & Information

Retirement Tips & 10 Useful Retirement Terms.

June 20, 2018March 5, 2020 Ted Bernstein annuities, financial planning, long term care insurance, retirement planning, ted bernstein boca raton, women retirement issues

Whether you’re in retirement or getting ready to retire, here are 10 useful retirement tips and terms. Protect Your Nest

Indexed Annuities News Retirement Planning

Indexed Annuitiy: A $200 Billion Market

March 22, 2018 Ted Bernstein annuities, fixed indexed annuities, retirement income

Should you have a portion of your retirement assets in an indexed annuity? There is a great deal of information

Indexed Annuities News Retirement Planning Ted Bernstein Useful Tips & Information

Annuities & Disappearing Surrender Charges

August 8, 2017 Ted Bernstein annuities, fixed indexed annuities, understanding annuities, women retirement issues

Surrender charges on fee-based variable annuities seem to be retreating faster than the polar ice caps, new filings reveal. “These

Guaranteed Income Solutions Indexed Annuities Life Cycle Planning Retirement Planning

Power of Indexed Annuities

August 7, 2017August 7, 2017 Ted Bernstein annuities, financial planning, fixed indexed annuities, income protection, retirement planning, ted bernstein boca raton, women retirement issues

Indexed Annuities are great vehicles to provide guaranteed lifetime income in retirement. You can never lose principal and income is paid for life. Considered by leading economists and retirement centers to be the safest way to create and protect retirement assets, indexed annuities can be 100% liquid from day one.