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Phone:

212-949-9200

Fax:

888-684-7665

E-mail:

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Warmest regards,   

                             

Warren Rosen, President

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“Our mission is to educate, guide and inspire our clients to make important decisions with respect to the protection, preservation and transfer of their life's work, offering advice and products that instill the confidence our clients can trust.”

Reviews the downgrade from Aaa to Aa1 and possible market effects.

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Describes benefits of volunteer travel for personal growth and giving back.

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Suggests considering life insurance for stability during uncertain markets.

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Shows how transfer-on-death designations help avoid probate costs.

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How much Disability Income Insurance do you need?

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

How much can you afford to pay for a car?

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