Category: Ted Bernstein

Life Insurance Policy Review

Life Insurance Policy Review & Monitoring   A life insurance policy review is strongly recommended every two years. For many life insurance buyers, an objective and impartial advocate always proves to be invaluable. For individuals, families or businesses, you can navigate the life insurance world with the comfort of an impartial professional. Transparency and disclosure is […]

Selling Un-Needed Life Insurance Gains Acceptance

Selling un-needed life insurance policies in the secondary market is now considered mainstream. It is a noteworthy development when class action lawsuits against life insurance companies are brought by policyholders. Should you sell an un-needed  or unwanted life insurance policy? Most qualified sellers are happy to learn about the benefits of selling their policy in the […]

Ted Bernstein CBS Interview

Ted Bernstein CBS interview with David Weir. The interview focused on several of the innovations Ted has introduced to the life insurance industry. For more information about Ted Bernstein and Life Cycle Planners, click here.  Please email me at Ted Bernstein or call me at 561-869-4500. Visit us at Life Cycle Planners in Boca Raton, Florida. […]

10 Must Know Retirement Terms & Tips

As you are getting ready to retire or build your plan, it will be helpful to know these retirement terms and tips. Planning for this exciting chapter of your life is all about making informed decisions that will impact your financial security. Below are 10 essential retirement terms: Full Retirement Age: Full Retirement Age (FRA) […]

Simple Tips For Successful Inheritances & Wealth Transfer

Learn these simple tips for Successful Inheritances. Help your heirs hold on to their inheritances and keep your family intact. Giving while living is ideal but that oftentimes is not possible. Wealth transference can be complex and gut wrenching for some. Without careful planning, conditions can end up ripe for wealth destruction. Wealth will transfer, just […]

Permanent Life Insurance Has Much Lower Net Cost.

Term Insurance or Permanent Insurance? Which Should You Own? Watch out for the dangers of Term Insurance.   Do you want to provide a guaranteed, tax-free benefit for your family or business, regardless of how long you live? Then you should own Permanent Insurance. The people pushing term insurance use a misleading slogan “buy term […]

Jumbo Life Insurance Purchase: What You Need To Know

Among High Net Worth consumers, there is a deep appreciation for permanent life insurance. You want every advantage if you currently own or may be considering a jumbo life insurance policy. The underwriting class is major factor in the pricing for: jumbo term insurance jumbo whole life policy or permanent life insurance. Getting the best underwriting […]

A Whole New Look At Life Insurance Advantages.

https://money.usnews.com/money/personal-finance/family-finance/articles/2017-07-27/3-ways-to-use-life-insurance-while-youre-still-alive?sf74224675=1 It used to be that life insurance only provided benefits to your beneficiaries. Like everything else, innovation has made life insurance far more valuable than ever before. Now you can tap the face amount of your policy if you have a health crisis. Think of it as an unfunded savings account. You could have […]

“Not My Family!” Strategies To Avoid Wealth Destruction

The objectives of successful wealth transfer planning and inheritance planning are both financial and succession oriented. Too often, all the planning attention is placed only on the financial aspects. This can lead to unintended consequences for family and business relationships. Most people passing on wealth do so with an expectation that their generosity will be […]

Must See TV – Tom Cruise and Jack Nicholson Discuss Life Insurance

A Few Good Life Insurance Agents_3Revised0628 NICHOLSON  

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