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SECURE Act Dilemma

https://mailchi.mp/himmelsteinfinancial/underwriting-blessings-2688329

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SECURE Act Hoax

https://mailchi.mp/himmelsteinfinancial/underwriting-blessings-2693381

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SECURE Act Hoax with Winning Solutions

https://mailchi.mp/3a6a7a253985/secure-act-hoax-with-winning-solutions-2695665

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Secure Act

http://www.himmelsteinfinancial.com/wp-content/uploads/Secure-Act-Flyer.pdf

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ARE YOU MISSING OUT ON TABLE SHAVE MIRACLES!

Table D to Standard on UL, IUL, Whole Life, and 2nd-to-Die! Table shave program, when combined with the right kind of “underwriting management”, can be a huge revenue opportunity for you and a god send to your health challenged clients. We have delivered on a lot of challenging cases. We have seen competitive companies shave […]

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2018 Professional Corporation Tax Savings Act Presentation

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The Insured Asset Conversion Trust Presentation

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Insured Asset Conversion Trust (IACT) – High Income Less Taxes

Almost every one of the clients over age 65 are primarily concerned about 2 things: Running out of money before they run out of breath, and needing extended care with no means other than liquidation of assets to pay for it. We find that many of these people have their “safe money’ in a number […]

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Have You Checked Your Clients Term Today?

Have You Checked Your Client’s Term Today? Term Insurance – Easy And Profitable Everybody Has Term Insurance Through work Through Association Individual All Of These Policies Have Disconnects *Click Here for Disconnects for Group and Association  *Click Here for Disconnects for Individual Policies Items to Check on All Policies For Comparison Age Last, Age Closest, Banded Rate Classes Available […]

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“Multiple Policies” The Webinar Presented by Paul Himmelstein

Missed our webinar on 1.24.19? No worries, Himmelstein Financial has you covered! Check out the video below for the full presentation of this riveting concept! AND if you haven’t already, take a moment to read through our recent two-part blog post on this same topic! Multiple Policies Are Better! (pt.1) Multiple Policies Are Better! (pt.2) […]

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