Ted Bernstein's Linkedin Analytics

I help families and business owners achieve their retirement goals and succession plans with proven and effective strategies. I create customized life insurance plans for each and every client. By managing the risk of unexpected loss with state of the art insurance solutions, my client’s assets are always protected. I provide clear, relevant, and actionable advice. The goal of my work is to add measurable value and to simplify retirement and succession planning concepts. I specialize in the following areas: • Succession planning. • Competitively priced life insurance. • Guaranteed lifetime income strategies. • Life insurance product analysis. • Maximizing value when selling unwanted or un-needed life insurance. • Financed life insurance - Premium Financing consulting services. • Fee-based consulting services. I help analyze competing bids to bring impartial expertise to large life insurance and annuity purchases. In the mid 1980’s, I created and introduced the first life insurance policies without built-in commissions to the US market. Policies were sold on a fee for service model. To begin, let’s arrange a complimentary, conversation. I look forward to learning about you and sharing my ideas for working together.