Description
To help my clients Protect their Financial Dreams.
When funding a Trust -- For Estate, Buy-Sell, Succession, or Special Needs Planning -- the ONLY products that can be used are LIFE INSURANCE, Non-IRA ANNUITIES or MUNICIPAL BONDS.
How many businesses are being crippled due to Employee Turnover. The use of Voluntary Benefits has been proven to Lower Turnover and Attract Superior Workers.
How many people know how to coordinate their Retirement Income with Social Security. Since virtually no one is ever taught how to Distribute Assets, the ability to coordinate these incomes can be invaluable.
I am licensed to sell insurance in NY, NJ, CT, NC, PA, VT & FL and securities in NY, NJ, PA & FL.
Paul S. Feigenbaum, Ph.D., IAR, RICP, CLTC, LUTCF
Special Care Planner
Financial Services Executive
Registered Investment Advisor
Investment Advisor Representative
