“Not My Family!” How to Avoid Wealth Destruction

Avoiding Wealth Destruction

“If your client’s wealth transfer plan isn’t done carefully, your client’s wealth will be transferred, that’s for sure — just not where they intended. It will end up being transferred to their litigation-minded children, law firms and other professional firms.”

 

INSURANCE NEWS NET WEALTH DESTRUCTION -Bernstein-INNM1117

ted bernstein boca raton florida 

Please contact me at 561-869-4500 or email me about a complementary consultation for indexed annuities and a review of your coverage. You can visit us at www.facebook.com/lifecycleplanners


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