Register Now – CJE 2021 Gala

 

We are pleased to be supporting the upcoming CJE Senior Life “Celebrate CJE” 2021 Gala.

Join the virtual gala, “Streaming into the Future,” and experience the creative ways we have enriched the lives of older adults in this transformative year. This event supports the CJE organization in its efforts to provide home-delivered meals, emergency financial assistance, telehealth counseling, and other important life-saving services to older adults in the Chicago community.

When: Sunday, October 3, 2021
Time: 5PM – 6PM CDT

Click here to register, and join Marsha and Allan Goldstein for the event!

Webinar – Maximizing Your Client’s Exemption with Eric Eklund, Esq.

 

Join Our Next Webinar!

“Maximizing Your Client’s Exemption – Use It or Lose It”

Goldstein Financial Group, LLC welcomes Eric Eklund, Esq. to discuss maximizing client gifts, leveraging low interest rates, and intra-family lending techniques.

When: Thursday, October 15th

Time: 9:00 AM PDT/ 11:00 AM CDT

Register Here: Webinar Featuring Eric Eklund

Eric Eklund, Esq. with M Financial Group, advises the nation’s top life insurance professionals on business planning, estate planning, securities, and tax planning. Join us by registering through the link above.

 

Celebrate CJE 2020 Event

You are invited to attend CJE SeniorLife 2020 CELEBRATE CJE virtual event this Sunday 9/13 at 5:00 PM.

Register here: https://lnkd.in/gTr4vtu

Please join us as we honor the courageous staff at CJE SeniorLife for their tireless work in taking care of our residents during this trying time. Come and learn how the agency serves our community. It stands as a resource for us all… there to provide for, to assist, and to nurture.

Also, come visit Tamarisk our newest project providing beautiful independent living residences for seniors.

 

 

Life Insurance Reviews: Is It Time to Check Under the Hood?

Most people spend more time and are far more invested in purchasing a new car than their life insurance. Once they buy their policy, they sit back and forget about it.  However, like a car, an insurance policy requires ongoing maintenance.

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Private Placement Life Insurance: A Tax-Efficient Way to Invest in Hedge Funds

As the stock market’s bull run extends into its seventh year, investment advisors are increasingly looking to hedge funds and other low-correlation alternative asset classes to generate alpha and diversification for their clients. According to data from BarclayHedge, total assets managed by hedge funds increased 46% from 2010 to 2014. Hedge Fund Research reported that investors allocated $18.2 billion of net new capital to hedge funds in the first quarter of 2015, increasing the hedge fund industry’s total assets to $2.9 trillion.

The IRR Case for Life Insurance

Most advisors are familiar with the benefits of life insurance as a vehicle for transferring wealth, but few realize how attractive it is from an internal rate of return (IRR) perspective. Often advisors’ perceptions of the costs and IRR potential of life insurance are based on outdated information about policy design and performance. That is why we encourage advisors to revisit the potential benefits of life insurance as a tool for high-net-worth clients to not only transfer wealth, but also to build and protect wealth.

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Long-Term Care Insurance: Know Your Options

It’s no secret that planning for long-term care (LTC) is an important consideration for Americans as they approach retirement. Almost 70% of people turning age 65 will need some form of LTC at some point in their lives, according to the U.S. Department of Health and Human Services.

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Six Common Mistakes People Make With Life Insurance

Life insurance can be a very valuable tool for building, protecting and transferring wealth. In addition to protecting families and businesses from loss, life insurance can provide powerful income tax and estate tax benefits, especially for high-net-worth individuals.

Continue reading “Six Common Mistakes People Make With Life Insurance”