Estate Planning

Estate planning is very important to helping preserve wealth for future generations. Helping your clients to determine their potential estate tax liability is a great place to start their estate tax plan

Insurance is often an important component in the estate planning process. After analyzing a client's needs and net worth, as well as retirement and estate distribution objectives, FNR Financial Strategies Inc assists in identifying the appropriate solutions to help meet current and future goals. We work closely with our clients' legal counsel and other advisors to assure the program selected consistently meets specified objectives.

Click here to watch an interactive video seminar so you can learn more about the issues of Esate Planning. 

Disclosure

Chaim Neuman is an agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies in the states of CA (CA Insurance License #0I55122), CO, CT, FL, GA, MD, NJ, NY, PA, and TX. No insurance business may be conducted outside the states referenced.

As a New York Life Agent, Chaim Neuman is licensed and authorized to offer insurance in California, but FNR FINANCIAL STRATEGIES, INC. may not be. For additional information on California licensure status, please click here.

Chaim Neuman is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency, and a wholly-owned subsidiary of New York Life Insurance Company, 3909 13th Ave Ste 200, Brooklyn, NY, 11218, 347-410-8145. In this regard, this communication is strictly intended for individuals residing in the states of CA, CO, CT, FL, NJ, NY, PA, and TX. No offers may be made or accepted from any resident outside the specific states referenced.

Chaim Neuman is also a Financial Adviser with Eagle Strategies LLC, a Registered Investment Adviser, and a wholly-owned subsidiary of New York Life Insurance Company, offering advisory services in the states of CA, CO, CT, FL, NJ, NY, and PA. As such, these services are strictly intended for individuals residing in the states referenced.

The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals®, is recognized globally as the standard of excellence for life insurance sales performance in the insurance and financial services industry.

FNR FINANCIAL STRATEGIES, INC. is not owned or operated by NYLIFE Securities LLC or its affiliates.​

Neither FNR FINANCIAL STRATEGIES, INC. nor its associates are in the business of offering tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions.​

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