Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.
Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Life insurance products contain fees, such as mortality and expense charges (which may increase over time), and may contain restrictions, such as surrender periods.
560 Sylvan Avenue
Englewood Cliffs, NJ 07632
LIFECO ASSOCIATES, INC. ("LIFECO") is a life and health insurance agency in business since 1987 and affiliated with JEDI MANAGEMENT, INC. It is licensed to place life and health insurance (including disability and long-term care) for individuals, families, businesses and all other entities. Additionally, LIFECO offers reviews of existing insurance coverage(s) with respect to the status and relevant features of all in-force policies.