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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Tuesday Nov 23, 2021
Tuesday Nov 23, 2021
Life insurance should be customized to you and your needs. As such, your planning professional should provide you with multiple options for insurance that will fit your lifestyle and unique circumstances.
In this episode, Larry Heller interviews Neil Himmelstein, the owner of Main Street Planning Group. Neil reveals the value of customized life insurance and shares strategies and tips you can start using right away with your life insurance policy.
Neil discusses:
- The reasons why people need life insurance
- Identifying possible living benefits
- The different types of permanent policies
- Why it is important to review your policies
- And more
Connect With Neil Himmelstein:
Connect With Larry Heller:
- Email Larry
- (631) 293-2806
- Heller Wealth Management
About Our Guest:
Neil Himmelstein, is an independent wholesaler of insurance products, life disability, fixed annuities and long-term care and strategic partner to advisors across the country. Neil has a graduate degree in economics from the university of Maryland and has done postgraduate studies. He is a proud recipient of the Rudy Stegman award for outstanding achievement in leadership in the industry by long island. Neil has been involved in case design and agency management for over 20 years, specializing in high net worth programs, such as premium finance and restricted property trust and finding solutions for clients with health impairment needs.
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