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17 Mountain Ave Bloomfield, CT 06002
800.599.6965
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Himmelstein Financial

Author: HimmelAdmin

SECURE Act

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

January 7, 2020March 2, 2020 HimmelAdmin
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2018 Professional Corporation Tax Savings Act Presentation

March 25, 2019March 25, 2019 HimmelAdmin
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The Insured Asset Conversion Trust Presentation

March 25, 2019March 25, 2019 HimmelAdmin
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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

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February 6, 2019February 14, 2019 HimmelAdmin
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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

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February 1, 2019August 14, 2024 HimmelAdmin
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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

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January 25, 2019January 28, 2019 HimmelAdmin
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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.

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January 15, 2019January 15, 2019 HimmelAdmin
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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

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January 10, 2019January 24, 2019 HimmelAdmin
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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

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September 20, 2018 HimmelAdmin
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Smokers get Non-Smoker Rates

September 20, 2018September 20, 2018 HimmelAdmin
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Himmelstein Financial
Paul Himmelstein
17 Mountain Avenue
Bloomfield, CT 06002 Toll Free: 800.599.6965
Locally: 860.761.1216
Fax: 860.269.7026 Paul@himmelsteinfinancial.com

Securities Offered Through:
IBN Financial Services, Inc.
404 Old Liverpool Rd.
Liverpool, NY 13088
Mailing Address
PO Box 2365
Liverpool, NY 13089
Ph: (315) 652-4426

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