We serve individuals, families and businesses through the important stages of their financial lives. Our clients rely on professionals with experience and expertise to assist them with income protection, asset protection, selling un-wanted or un-needed life insurance, life insurance planning and guidance, guaranteed income solutions and retirement planning.
Our practice style is consultative and educational to help our clients find the very best insurance and retirement solutions. Through insightful industry publications and the Life Cycle Blog, Ted Bernstein adds to the betterment of the insurance industry by raising awareness about issues such as conflict of interest, commission transparency and consumer-centric product innovations. Ted was recently interviewed and quoted in the Wall Street Journal, The Chicago Tribune and by the Cato Institute concerning taxation issues facing the insurance industry.
Ted and Deborah Bernstein offer one complementary session in our Boca Raton corporate office or by phone. Ted can be reached at TB@LifeCyclePlanners.com and Deborah can be reached at DB@LifeCyclePlanners.com or by calling 561-869-4500.
|Life Cycle Financial Planners, LLC
2424 N. Federal Highway
318 Boca Raton 33487
|52 Finance and Insurance
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