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
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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
“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
Multiple Policies Are Better Example 2
MULTIPLE POLICIES ARE BETTER! (Ex. 2) The second one has someone who wanted some permanent protection but wanted a lot for survivor income.
Multiple Policies Are Better!
MULTIPLE POLICIES ARE BETTER! We get requests from representatives and clients often with multiple goals that conflict with each other. You as the
Art of the Deal
Greatest Time to Get Great Underwriting Most people in our industry know that the end of the year, companies are more apt
Smokers get Non-Smoker Rates
Proactive Planning
Tax Leveraged Supplemental Retirement Income
There is an opportunity for your company to pay for a Supplemental Retirement plan which may be leveraged between different tax brackets,
Tax Leveraged Reduced Cost Life Insurance
There is an opportunity for your company to pay for Reduced Cost Life Insurance which may be leveraged between different tax brackets,