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  • Income AnnuitiesExpand
    • Why You Should Have An Income Annuity In Your IRA.
    • How Are Investments Different From Annuities?
    • Don’t Low Interest Rates Stopping You From Getting Competitive Interest.
    • Why is the stock market going up even though businesses are closed and unemployment is skyrocketing?
    • New York Times: ‘Consider An Annuity’ In Retirement
    • Protecting Retirement Assets. Seek Advice From Financial Consultants.
    • The SAFEST Guaranteed, Lifetime Income Solution – Everything Guaranteed!
    • Are Annuities Safe?
    • Indexed Annuitiy: A $200 Billion Market
    • The Longevity Story
    • Customize Your Annuity With Innovative “Apps” or Riders.
    • Does Your Retirement Plan Provide You With Enough Guaranteed Lifetime Income?
    • How To Save Your Retirement?Expand
      • Guaranteed, Lifetime Income Trumps Asset Accumulation in Retirement.
    • Women Face Unique Threats In Retirement – CNBC’s Epperson On Why Annuity Should Be Part Of A Plan
    • Annuity Glossary, Terms & Definitions
  • Life InsuranceExpand
    • Wealthy People Own Jumbo Life Insurance Policies – For Good Reason.
    • What To Expect From Insurance Professionals?
    • Why You Should Trade In Your Life Insurance Policy For A Better One.
    • The Consumer Guide To Indexed Universal Life Insurance, IUL.
    • The Best Life Insurance is No Medical Exam, No Blood, No Wait. In One Phone Call Get Covered Up To $5Million.
    • Buying A Jumbo Life Insurance Policy, What You Need To Know.Expand
      • Jumbo Life Insurance Policies: Which one is best?
    • Life Insurance Premium Financing – Minimizing The Risks.
    • Why Do High Net Worth People Own Permanent Life Insurance?
    • Whole Life Insurance.
    • Term Life Insurance Risks.
    • What Happens When A Term Life Insurance Policy Is Ending?Expand
      • Should You Convert Your Term Life Insurance Policy? What You Must Know.
      • Best Options Before a Term Policy Expires.
    • The Term Insurance FailureExpand
      • Term Insurance Rescue Ideas
    • Why Do Some People Own Permanent Life Insurance?
    • Best Life Insurance Policy – All Done Online, No Medical Exam, No Blood. One Hour Approval.
    • Accelerated Benefits Turn Life Insurance Into Emergency Health Fund.
    • Life Insurance Policy Review
    • Selling Your Life Insurance Policy – Frequently Asked Questions.
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    • Medicare Supplement Questions?
    • Retirement Security is ROI
    • The Term Insurance Failure.
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women retirement issues

Retirement Tips & 10 Useful Retirement Terms.
Deborah Bernstein | Indexed Annuities | News | Retirement Planning | Ted Bernstein | Useful Tips & Information

Retirement Tips & 10 Useful Retirement Terms.

Whether you’re in retirement or getting ready to retire, here are 10 useful retirement tips and terms. Protect Your Nest Egg: Full Retirement Age: Full…

Read More Retirement Tips & 10 Useful Retirement Terms.Continue

Annuities & Disappearing Surrender Charges
Indexed Annuities | News | Retirement Planning | Ted Bernstein | Useful Tips & Information

Annuities & Disappearing Surrender Charges

Surrender charges on fee-based variable annuities seem to be retreating faster than the polar ice caps, new filings reveal. “These advisor-sold contracts typically have no…

Read More Annuities & Disappearing Surrender ChargesContinue

Power of Indexed Annuities
Guaranteed Income Solutions | Indexed Annuities | Life Cycle Planning | Retirement Planning

Power of Indexed Annuities

Indexed Annuities are great vehicles to provide guaranteed lifetime income in retirement. You can never lose principal and income is paid for life. Considered by leading economists and retirement centers to be the safest way to create and protect retirement assets, indexed annuities can be 100% liquid from day one.

Read More Power of Indexed AnnuitiesContinue

10 Most Common Retirement Threats – Protect Your Nest Egg
Guaranteed Income Solutions | Indexed Annuities | Retirement Planning | Useful Tips & Information

10 Most Common Retirement Threats – Protect Your Nest Egg

Watch out for these common retirement threats to your nest-egg. Follow these risk proof retirement tips: Longevity Risk: Considered by many to be the most…

Read More 10 Most Common Retirement Threats – Protect Your Nest EggContinue

2016 Elections and Your Retirement
Guaranteed Income Solutions | Indexed Annuities | Retirement Planning

Why Income Annuities Are Better Than Bonds

What is the difference between bonds in retirement and annuities? The Wall Street Journal described income annuities as “super bonds”. Within the backdrop of retirement…

Read More Why Income Annuities Are Better Than BondsContinue

New York Times: ‘Consider An Annuity’ In Retirement
Guaranteed Income Solutions | News | Retirement Planning

New York Times: ‘Consider An Annuity’ In Retirement

This retirement story in the New York Times, How to make your money last as long as you do, hit the bullseye by explaining how…

Read More New York Times: ‘Consider An Annuity’ In RetirementContinue

Don’t Need or Don’t Want An Existing Life Insurance Policy?
Estate Planning | Life Cycle Planning | Life Insurance | life insurance review | News | Retirement Planning | Useful Tips & Information

Don’t Need or Don’t Want An Existing Life Insurance Policy?

Do You Know The Market Value Of Your Existing, Inforce Life Insurance Policy? Every day, people are receiving significant cash payments for unwanted or unneeded…

Read More Don’t Need or Don’t Want An Existing Life Insurance Policy?Continue

Department of Labor Fiduciary Rule is DOA
Articles | News | Ted Bernstein

Department of Labor Fiduciary Rule is DOA

Today, the President delayed the Department of Labor’s Fiduciary Rule that was set to take effect in April. I have been advocating for either a…

Read More Department of Labor Fiduciary Rule is DOAContinue

Today Show: Make your money last with an annuity
Guaranteed Income Solutions | Indexed Annuities | Life Cycle Planning | News | Retirement Planning

Today Show: Make your money last with an annuity

  The Today Show this week includes an important recommendation about guaranteed, lifetime income. Although 2016 was a banner year for indexed annuities, we have…

Read More Today Show: Make your money last with an annuityContinue

ROI = Reliability of Income
Guaranteed Income Solutions | Indexed Annuities | News | Retirement Planning | Useful Tips & Information

ROI = Reliability of Income

In Retirement, ROI is Reliability of Income. Helping you shift your focus from asset accumulation to guaranteed income will create more security in your retirement plan. Economists, professors…

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Boca Raton, FL 33487
(561) 771-4647

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  • Home
  • Life Insurance
    • You’re Wealthy – Why Own Large Amounts of Life Insurance?
    • What To Expect From Insurance Professionals?
    • Why You Should Trade In Your Life Insurance Policy For A Better One.
    • The Consumer Guide To Indexed Universal Life Insurance, IUL.
    • The Best Life Insurance is No Medical Exam, No Blood, No Wait. In One Phone Call Get Covered Up To $5Million.
    • Buying A Jumbo Life Insurance Policy, What You Need To Know.
      • Jumbo Life Insurance Policies: Which one is best?
    • Life Insurance Premium Financing – Minimizing The Risks.
    • Why Do High Net Worth People Own Permanent Life Insurance?
    • Whole Life Insurance.
    • Term Life Insurance Risks.
    • Term Life Insurance Comparison Tips
    • What Happens When A Term Life Insurance Policy Is Ending?
      • Should You Convert Your Term Life Insurance Policy? What You Must Know.
      • Best Options Before a Term Policy Expires.
    • The Term Insurance Failure
      • Term Insurance Rescue Ideas
    • Why Do Some People Own Permanent Life Insurance?
    • Best Life Insurance Policy – All Done Online, No Medical Exam, No Blood. One Hour Approval.
    • Accelerated Benefits Turn Life Insurance Into Emergency Health Fund.
    • Life Insurance Policy Review
    • Selling Your Life Insurance Policy – Frequently Asked Questions.
  • Income Annuities
    • Why You Should Have An Income Annuity In Your IRA.
    • How Are Investments Different From Annuities?
    • Don’t Low Interest Rates Stopping You From Getting Competitive Interest.
    • Why is the stock market going up even though businesses are closed and unemployment is skyrocketing?
    • New York Times: ‘Consider An Annuity’ In Retirement
    • Protecting Retirement Assets. Seek Advice From Financial Consultants.
    • The SAFEST Guaranteed, Lifetime Income Solution – Everything Guaranteed!
    • Are Annuities Safe?
    • Indexed Annuitiy: A $200 Billion Market
    • The Longevity Story
    • Customize Your Annuity With Innovative “Apps” or Riders.
    • Does Your Retirement Plan Provide You With Enough Guaranteed Lifetime Income?
    • How To Save Your Retirement?
      • Guaranteed, Lifetime Income Trumps Asset Accumulation in Retirement.
    • Women Face Unique Threats In Retirement – CNBC’s Epperson On Why Annuity Should Be Part Of A Plan
    • Annuity Glossary, Terms & Definitions
  • Who We Are
  • Testimonials
  • Read More
    • Are Annuities Safe?
    • Become a Connector
    • Best Short Term Interest Rates! Get 2.45%.
    • Life Insurance Policy Review Leads to Savings & Better Coverage.
    • Medicare Supplement Questions?
    • Retirement Security is ROI
    • The Term Insurance Failure.
    • Up To The Minute…
  • Contact
Search