Insurance

Life Insurance/Estate Planning

 

 

 

To help our Weinrich & Associates provide you with the very best products and services, National Financial Partners, Corp. has carefully assembled a group of quality life insurance companies with diverse products and manufacturing strengths. 

One of the advantages of this core carrier relationship is the creation of dedicated resource units (DRU's) that have been designed specifically for National Finanical Partners, Corp. Member Firms. This gives our member firms a voice in the development of products and resources for you, the client.

The insurance companies' tax, legal, and plan design experts have developed strategies to help you make informed decisions about what product to purchase. Member Firms also have access to experts in estate and charitable tax planning, and product design.

Life insurance product decisions converge on two critical issues-suitability and performance. National Financial Partners, Corp. offers client-friendly decision analysis with its proprietary Life Insurance Design Questionnaire . This allows Weinrich & Associates to offer you a clear understanding of the conceptual goals behind different types of policies, reducing the range of product options to those most suitable to your specific objectives. You can evaluate how different assumptions affect product performance and can develop guidelines for choosing the right product.

Other Resources

National Financial Partners, Corp. has added several other proprietary resources, such as a Underwriting Advocate and specialized technology to help you find the right insurance product.

Working with our medical director, the National Financial Partners Underwriting Advocate can negotiate favorable underwriting offers for our clients. Each client is evaluated based upon your unique medical situation rather than how you fit into a statistical model.

The Wealth Design Center, adds a new dimension to our life insurance resources. With this resource, Weinrich & Associates can use WDC's specialized case design services to provide comprehensive and tactical planning to clients. This can help you minimize taxes, accumulate wealth, protect assets, manage risk, and more.


 

 

Boca Raton, FL 33487
Tel: 561-994-6020
Fax: 561-994-5599