“Not My Family!” How to Avoid Wealth Destruction

Life Insurance Awareness Month

The Big DaySeptember 1, 2018
47 days to go.

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.”



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

Also published on Medium.

About Ted Bernstein 55 Articles
Dedicated to helping people create the ultimate retirement security and protection plan to safeguard their families and businesses. I stress guaranteed income solutions, indexed annuities and state of the art wealth preservation strategies. As the innovator of life insurance products without commissions, my recommendations are impartial, objective and always in the best interests of my clients.