Menu Weinrich & Associates, Inc. At Weinrich & Associates, we work on behalf of businesses and families to help them reach their financial goals. Our goal is to help them maximize value and minimize risk for their assets. As a member of National Financial Partners, Corp., we believe our responsibility is to provide access to sophisticated resources. With those resources in place we facilitate the complex corporate and personal financial decisions clients must make. What are the appropriate strategies that help corporations to: Prepare for leadership and financial contingencies? Balance cost and appreciation of fringe benefits? Maximize the value of retirement plan benefits? Combat erosion of executive benefits? Liquidate corporate owned life insurance policies for more than their cash surrender values?* What are the best strategies that help family businesses to: Secure the best future for the companies they have built? What are the best strategies that help affluent individuals to: Protect financial achievement and assure long term goals? Sell their old life insurance policies instead of surrendering them?* *Investors should consult with their own professional advisor regarding the potential tax, estate, and legal considerations that may arise in connection with entering into a life settlements transaction. Proceeds from a life settlement transaction may be taxable under federal or state law to the extent the proceeds exceed the cost basis. The proceeds from a life settlement transaction may be subject to claims of creditors. The receipt of proceeds from a life settlement transaction may adversely impact eligibility for government benefits and entitlements. The amount received for the sale of the Policy may be impacted by the circumstances of the particular purchaser of the Policy, the insured’s life expectancy, future premiums, the death benefit, the terms of the Policy, and the current market for insurance policies, among other factors. The amount received for the sale of the Policy may be more or less than what others might receive for the sale of a similar policy. There may be high fees associated with the sell of a Life settlement. What are the best strategies that help affluent families to: Control the value of their legacy over generations? We can help you get the answers you need Boca Raton, FL 33487 Tel: 561-994-6020 Fax: 561-994-5599 Newsletters Pension or Lump Sum: Which Should You Choose? Do you know the key factors to consider if offered an option to take a lump sum in lieu of a pension? Read this article to find out. Real Estate for Income and Diversification Are you familiar with REITs and why they can help diversify a portfolio? Read this article to learn more. Is the Medicare Donut Hole Really Closed? This article explains the four stages of Part D prescription drug coverage and how prices can vary in the coverage gap. Company Stock and Your Retirement Strategy This article addresses specific risks and tax implications when acquiring company stock inside or outside of a workplace retirement plan. More Newsletters » Calculators Impact of Inflation Estimate the future cost of an item based on today’s prices and the rate of inflation you expect. Tax-Deferred Savings Compare the potential future value of tax-deferred investments to that of taxable investments. Long-Term Care Self Insurance Will you be able to afford nursing home care? Estate Taxes Use this calculator to estimate the federal estate taxes that could be due on your estate after you die. More Calculators » About Us Services Benefits Insurance Strategic Alliance Featured Links Tell A Friend Learning Center Articles Educate yourself on a variety of financial topics. Calculators A host of financial tools to assist you. Newsletters Timely Newsletters to help you stay current. Videos A dynamic library of videos. Flipbooks These magazine-style flipbooks provide helpful information. Glossary Financial terms from A to Z. Tax Library Manage your taxes and prepare for the upcoming tax season. Market Watch Last Closing Prices Latest Available Stock Quotes Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable) Nasdaq 100 13,686.51 +0.21% Enter stock ticker symbol: Get Quote [ Markets | Charts | Quotes | Portfolio ] Market data delayed per exchange rules. All quotes are in US Eastern Time (EST). Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement. Contact Us 7601 North Federal Hwy, Ste 210- B Boca Raton, FL 33487 Phone: 561-994-6020 Fax: 561-994-5599 kweinrich @pfinancial.com Map and Directions Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company. Site Map