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Why Billionaires Buy Life Insurance
Liquidity, Liquidity, Liquidity!By: Richard S. Bernstein, Amb. Robin Bernstein(ret.) and Arthur L. Bernstein Even billionaires need insurance policies (79 Florida Billionaires are among the World’s
Enhance Your Guaranteed Income Stream
Enduring and Dependable Financial Tools to Consider for Retirement Retirement today markedly differs from the experiences of previous generations. With advancements in healthcare and quality
Key Life and Health Insurance Considerations for Women
Ensure Financial Security and Peace of Mind When considering life and health insurance for women, several key factors should be considered. These considerations help ensure
Spring Cleaning and Clearing The Clutter
Dust Off and Review Your Insurance Portfolio March heralds the arrival of spring, a season synonymous with “Spring Cleaning” a time when many of us
Digital Transformation in Life Insurance: Navigating the Future
In an era where technology reigns supreme, the life insurance industry is undergoing a profound digital transformation, revolutionizing the way policies are managed and accessed.
Wealth Preservation Through Life Insurance Strategies
In the realm of financial planning for affluent individuals, life insurance has emerged as a powerful tool for securing a family’s inheritance and mitigating the
Maximizing Your Move to Florida
A Strategic Approach to Life Insurance and Tax Savings Are you one of the many individuals making the exciting move to the Sunshine State? As
Important Estate Planning Considerations for 2024
A Broad Plan Should Be Part of Your New Year’s Resolution With the New Year, it is always a good idea to review your estate
October is Breast Cancer Awareness Month
Are you aware that breast cancer is the most common cancer among women and second most cause of cancer deaths? Typically, most breast cancer occurs
Strategic Positioning with Life Insurance
Even billionaires need insurance policies (77 Florida Billionaires are among World’s Richest: Forbes 2022 List) to protect their vast assets, massive homes, golf courses, businesses,
6 Important Reasons You Should Own Life Insurance
One of the most common motives people buy life insurance is to provide for their heirs upon their death, but did you know that life
The Pitfalls of Life Insurance Settlements
People are often savvy with their financial investments, including purchasing a life insurance policy. So, they would use their best judgment and seek wise advice
Healthy, Wealthy & Wise
Innovative New Insurance Program Provides Rewards for Living a Healthy Life The New Year always brings with it a plethora of new resolutions to enable
Spring Cleaning & Clearing the Clutter
Dust Off and Review Your Insurance Portfolio March has arrived, and with it comes “Spring Cleaning” that time of year when people clear the clutter
It’s Not About Dying, It’s About Living
In today’s world, we are often seeking new opportunities to add ways to live a better, happier or healthier life. Even insurance companies are finding
An Essential Estate Planning Option: Utilize “Split Dollar” Approach
In today’s ever changing economy and political environment, there are several unique estate planning tools that one can consider. An essential piece that should be
An ‘ILIT’ Strategy for Life Insurance
You have worked hard for your money. Don’t you deserve to shelter it from excessive taxation upon your passing? The answer is “yes.” And for
An Overlooked Foundation of Business Succession Planning
When its owner for more than four decades passed away suddenly, Troy Belting and Supply Co. in Watervliet, N.Y., could have collapsed, as do many
Banks Believe in Life Insurance, Shouldn’t You?
You might be surprised to learn that many banks often choose to make life insurance a significant percentage of their top-tier or ‘Tier 1″ capital
