Bernie Zweig Welcomes You! 

 "Reliable and knowledgeable; a man who really knows his business and will help you make the best choice--That's Bernie Zweig."

Alvin Broome, Esq.

Now more than ever

with the economic upheaval and significant deterioration in the value of equities and of real estate, and the very low interest rate environment, one must have strategies in place to help guarantee* that they will never run out of money to take care of their basic expenses.

This website contains information and ideas that will be helpful to you. New York Life is a financial institution that has high standards which has allowed it to deliver on their promises to their  policyholders for over 165 years.

I have worked in financial services for almost 40 years. I also have experience dealing with issues of health* and disability*. My mother passed in her hundredth year and my mother in-law is in her nineties and has recently moved from an assisted living facility into a nursing home.

If your goal is to protect and grow your assets on a guaranteed* basis, live the richest life possible and if desired leave a legacy for your heirs or charity then I can help you.

I can be contacted directly at 212.261.9514 or contact me through this Web site. I think you will find it comforting to have many proven, practical solutions available to you.

 If you would like to receive a complimentary bi-monthly email newsletter titled "21st Century Retirement" please contact us. 

 ** Products available through one or more carriers not affiliated with New York Life, dependent on carrier authorization and product availability in your state or locality.

My professional educational background includes:

Chartered Advisor for Senior Living (CASL)                                                                                    The designation is designed to provide financial professionals with the education needed to effectively serve those planning for retirement. The CASL designation curriculum is distinct because it was developed by financial professionals. Earning the designation requires individuals to pass five college-level courses and meet specific experience, ethical and continuing education requirements. The CASL designation enables one to better assist Americans to become more financially secure and address critical wealth and health issues during their retirement years.

Chartered Financial Consultant (ChFC^®)
A professional designation (achieved by passing a series of examinations) demonstrating the successful completion of financial courses involving insurance, investments, taxation, accounting, estate planning, and more. The ChFC designation indicates a knowledge of financial planning, as well as the features, benefits and uses of various insurance and financial products.

Chartered Life Underwriter (CLU™)
A professional designation (achieved by passing a series of examinations) demonstrating knowledge of life insurance products and their potential uses to meet business, estate planning, retirement planning, and other objectives.

Bernie Zweig 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 NY, NJ, CT, FL, WA, and CA ( Ca Ins Lic 0B96917).

No insurance business may be conducted outside these states referenced.

Bernie Zweig is a Registered Representative of and offers securities products & services through NYLIFE Securities LLC, Member FINRA/SIPC, a registered broker-dealer with a licensed insurance agency, New York Life 120 Broadway Suite 3700 New York, NY 10271 (212) 261.9514. In this regard, this communication is strictly intended for individuals residing in the states of CA. CT, FL, NJ, NY and WA. No offers may be made or accepted from any resident outside the CA. CT, FL, NJ, NY and WA.

The experience of the people described herein may not be represenative of the experiences of all my clients. Furthermore, the experiences decribed by these clients are not indicative of the future experiences that may be obtained by any of my clients.