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…
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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…
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Below you will find some of the better articles about annuity income riders and variable annuities. Author(s) Article Publication Date Bauer, Kling and Russ A universal pricing framework for guaranteed minimum benefits in variable annuities ASTIN Bulletin 2008 Benartzi &…
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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…
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Should you have a portion of your retirement assets in an indexed annuity? There is a great deal of information about how to allocate retirement assets. A fixed indexed annuity offers upside with virtually no downside. If you want to…
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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…
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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…
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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…
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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.…
A Few Good Life Insurance Agents_3Revised0628 NICHOLSON
