by Frederic Berger | Jun 19, 2020 | Uncategorized
Let us help you look at funding your Long Term Care costs – call Fred at (760) 435-9702 or email at...
by Frederic Berger | Dec 6, 2018 | Uncategorized
Successful business owners, executives and professionals may be able to use other people money to pay for the life insurance premiums for their business and supplemental retirement needs. The following are couple examples of programs we have available to help you get...
by Frederic Berger | Oct 29, 2018 | Uncategorized
Have you purchased a Whole Life or Universal Life policy in the past and find that it is underperforming or no longer economical? Have you taken a loan from the policy to pay premiums or to fund other cash needs? These loans along with underperforming policies may...
by Frederic Berger | Dec 16, 2015 | Uncategorized
Life Insurance is a valuable asset and could be an excellent alternative source of money for seniors to help navigate through the expenses of retirement. Sometimes the life insurance policy no longer makes sense: either the original need is for the benefit is no...
