At Weinrich & Associates, we work on behalf of businesses and families to help them reach their financial goals. Our goal is to help them maximize value and minimize risk for their assets.
As a member of National Financial Partners, Corp., , we believe our responsibility is to provide access to sophisticated resources. With those resources in place we facilitate the complex corporate and personal financial decisions clients must make.
What are the appropriate strategies that help corporations to:
- Prepare for leadership and financial contingencies?
- Balance cost and appreciation of fringe benefits?
- Maximize the value of retirement plan benefits?
- Combat erosion of executive benefits?
- Liquidate corporate owned life insurance policies for
more than their cash surrender values?*
What are the best strategies that help family businesses to:
What are the best strategies that help affluent individuals to:
- Protect financial achievement and assure long term goals?
- Sell their old life insurance policies instead of surrendering them?*
*Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement.
What are the best strategies that help affluent families to:
Boca Raton, FL 33487
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