Bernard J. Zweig, Agent, CLU, ChFC, CASL

Bernard J. Zweig, Agent, CLU, ChFC, CASL Agent licensed to sell insurance through New York Life Insurance Company. No insurance business may be conducted outside this/these state(s) referenced.

I am 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 NY, CA (CA Lic. # 0B96917), CT, FL, and NJ. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or account advice. Please consult your own tax, legal, or accounting professional before making any decisions.

When it comes to your 401(k), you have options. Let's discuss them.
08/04/2016

When it comes to your 401(k), you have options. Let's discuss them.

Summary of taxable and nontaxable consequences of taking 401(k) distributions.

How can you make the most of your retirement income?
07/07/2016

How can you make the most of your retirement income?

Save for retirement as early as possible but also think about how much income you'll need when you're in retirement.

Learn why pre-retirees are taking a new approach to retirement planning.
06/23/2016

Learn why pre-retirees are taking a new approach to retirement planning.

Income annuities gain popularity among retirees and pre-retirees looking for...

When it comes to retirement planning, people often have 3 different mindsets. What's yours?
06/06/2016

When it comes to retirement planning, people often have 3 different mindsets. What's yours?

At New York Life we’ve found that people generally have three different mindsets when planning for retirement income.

Going…going…almost gone. If you or your spouse are 66, now's the time to read up on this helpful claiming strategy.
03/07/2016

Going…going…almost gone. If you or your spouse are 66, now's the time to read up on this helpful claiming strategy.

You and your spouse have only a few months left to use a lucrative Social Security strategy.

What do life insurance and love have in common?
01/28/2016

What do life insurance and love have in common?

The importance of protecting your loved ones with life insurance.

5 things to think about before you take off on your next business trip.
01/13/2016

5 things to think about before you take off on your next business trip.

Running a business often requires running around the country (or even the world) in order to meet with investors, connect with clients, and build a support...

No latex gloves or needles. See why an annual financial checkup can be both painless and productive.
01/04/2016

No latex gloves or needles. See why an annual financial checkup can be both painless and productive.

Finances can be hard, especially in the moment. Taking time every year to reassess is vital to maintaining a healthy financial plan. These are nine items that...

The role of grandchildren in retirement planning for women.
12/14/2015

The role of grandchildren in retirement planning for women.

Considering taking time off to help? Leaving the workforce early carries higher costs than you may realize.

Is this the year you make a long-term care plan?
12/01/2015

Is this the year you make a long-term care plan?

If you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time, you’ll need long-term care services.

How much long-term care can cost? This tool can help you find out right in your metro area:
10/13/2015

How much long-term care can cost? This tool can help you find out right in your metro area:

New York Life Cost of Long-Term Care Services information by major metropolitan areas.

There's little we won’t do for the ones we love — yet sometimes we need a reminder that the time to act is now. Contact ...
10/06/2015

There's little we won’t do for the ones we love — yet sometimes we need a reminder that the time to act is now. Contact me to learn how long-term care insurance from New York Life Insurance Company may help you protect what matters most.

This video is not approved for use with consumers in FL, NH, OR, or VA. Watch this short video to learn how long-term care insurance can help protect what matters most to you.

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New York, NY
10271

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+12122619514

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