“Not My Family!” How to Avoid Wealth Destruction
“If your client’s wealth transfer plan isn’t done carefully, your client’s wealth will be transferred, that’s for sure — just not where they intended. It will end up being transferred to their litigation-minded children, law firms and other professional firms.”
ted bernstein boca raton florida
Please contact me at 561–869–4500 or email me about a complementary consultation for indexed annuities and a review of your coverage. You can visit us at www.facebook.com/lifecycleplanners
Originally published at Innovative Retirement & Insurance Solutions.