Ted Bernstein and his father, Si Bernstein, created Life Insurance Concepts more than three years ago. Both are veterans of the insurance industry, with combined experience of nearly 65 years.
With an insurance practice that serves wealthy people, families and businesses, Life Insurance Concepts is dedicated to combining the use of financed insurance to help the South Florida market. "We use a variety of financing techniques that result in far less out-of-pocket cost than traditional products," says Si Bernstein.
For people interested in issues related to wealth transference, minimizing estate and gift taxes and increasing cash flow from existing assets and succession planning, Life Insurance Concepts offers several proprietary products only available through its company.
Ted and Si have a deep sense of community, both on the local level and in their efforts to help Israel by raising money for Israel Bonds. As a member of the professional advisors board for The Boca Raton Community Hospital, Ted is involved in helping the hospital with its endowment programs. "All of our financing strategies are instrumental in helping the charitable organizations we are involved with."
Life Insurance Concepts has been growing rapidly. To help capitalize on the demands of this growth, Ted and Si tapped a long time insurance professional from the South Florida community, Bill Stansbury. Bill has a long-term professional career spanning over 27 years as the general agent for John Hancock.
To reach Life Insurance Concepts, call 561-988-8984 or visit its Web site at www.lifeinsuranceconcepts.com. |
On The Cover
