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Turning Around a Retirement.
- Source :
- On Wall Street; Jul2004, Vol. 14 Issue 7, p41-41, 1p, 1 Color Photograph
- Publication Year :
- 2004
-
Abstract
- Presents information on the customized financial plan developed by Bruce M. Weinstein and James E. Schultz, of Schultz & Weinstein Financial Advisors Group, for the insurance policies of a retired couple. Issues identified by Schultz and Weinstein concerning the couple's assets; Purpose of the irrevocable life insurance trust created by the estate planning attorney for the couple; Benefits of the financial plan to the couple.
Details
- Language :
- English
- ISSN :
- 10921370
- Volume :
- 14
- Issue :
- 7
- Database :
- Complementary Index
- Journal :
- On Wall Street
- Publication Type :
- Periodical
- Accession number :
- 13660037