Wealthy People Own Jumbo Life Insurance Policies – For Good Reason.
Most wealthy people wish to preserve and protect their assets from federal estate taxes when those assets are transferred to their heirs. Perhaps you’re in…
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…
“Not My Family!” Strategies To Avoid Wealth Destruction
Wealth destruction at inheritance time is showing no signs of slowing down. More and more family members are litigating with one another including attorneys, CPAs,…
Federal Estate Tax Repeal – Bad For Business
The life insurance industry let us down when it allowed the estate tax rate to settle at 40% and the lifetime credit (exemption) to rise to $12MM per couple. The…
The Longevity Story
The longevity story
The Value of a Professional’s Advice
Professional Advisors Vital to Financial Health. Make no mistake about it. The research continues to confirm that getting advice from professionals is beneficial in every…
Estate Planning | Life Insurance | life insurance without commissions | Retirement Planning | Ted Bernstein | Useful Tips & Information
Life Insurance Premium Financing – Minimizing The Risks.
Successful premium financing is about managing risks and working with experienced insurance professionals and experienced life insurance lenders.
Guaranteed Income Solutions | Indexed Annuities | Life Cycle Planning | News | Retirement Planning | Ted Bernstein | Useful Tips & Information
Everyday Tips For Longevity In Retirement.
1. Time passes faster every day. Don’t make it worse by rushing and stressing over time. Where are you going? 2. Take care of your body…
Beware of Bad Financial Advice.
Beware of bad financial advice from your friends and family https://t.co/h5zoIuf6SF — dnason (@dnason) November 7, 2016
Articles | Guaranteed Income Solutions | Indexed Annuities | Life Insurance | life insurance without commissions | News | Retirement Planning | Ted Bernstein
Life Insurance Industry Must Do Better Controlling The Important Conversations.
Can you recall any life insurance company campaigns targeting consumers directly about the value and virtues of their core products? Have you ever seen these…