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WEALTHANDLEGACYGROUP.COM

Private Client Advanced Life Insurance Planning

We exclusively serve wealth creators who are mission driven business owners, entrepreneurs and industry leaders We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth

http://www.wealthandlegacygroup.com/

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CONTACTS AT WEALTHANDLEGACYGROUP.COM

Chad Reyes

1110 S●●●●●●Avenue

Stat●●●●land , New York, 10314

United States

1.64●●●●6300
1.34●●●●1415
ch●●●●●●●●@aol.com

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Chad Reyes

1110 S●●●●●●Avenue

Stat●●●●land , New York, 10314

United States

1.64●●●●6300
1.34●●●●1415
ch●●●●●●●●@aol.com

View this contact

Chad Reyes

1110 S●●●●●●Avenue

Stat●●●●land , New York, 10314

United States

1.64●●●●6300
1.34●●●●1415
ch●●●●●●●●@aol.com

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Private Client Advanced Life Insurance Planning | wealthandlegacygroup.com Reviews
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We exclusively serve wealth creators who are mission driven business owners, entrepreneurs and industry leaders We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth
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2 Premium Financed Life Insurance
3 Whole Life Insurance
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6 Estate Planning
7 Succession Planning
8 Business Continuity Planning
9 Charitable Planning
10 Time Tested Asset Class
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Private Client Advanced Life Insurance Planning | wealthandlegacygroup.com Reviews

https://wealthandlegacygroup.com

We exclusively serve wealth creators who are mission driven business owners, entrepreneurs and industry leaders We develop, apply and implement advanced insurance planning strategies and products that allow our clients to efficiently create, protect and transfer their personal and business wealth

INTERNAL PAGES

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1

The Trust and Estate Attorney – Private Client Advanced Life Insurance Planning

http://wealthandlegacygroup.com/the-trust-and-estate-attorney

How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. What is Legacy Planning? Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Podcasts. Premium Financed Life Insurance. Life Insurance Policy Valuations. Advanced Life Insurance Planning. Customized Life Insurance Contracts. Life Insurance for Charitable Planning Purposes. With over a dec...

2

Non-Qualified Deferred Compensation – Private Client Advanced Life Insurance Planning

http://wealthandlegacygroup.com/non-qualified-deferred-compensation

How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. What is Legacy Planning? Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Podcasts. Premium Financed Life Insurance. Life Insurance Policy Valuations. Advanced Life Insurance Planning. Customized Life Insurance Contracts. Life Insurance for Charitable Planning Purposes. Non-Qualified D...

3

The Family Office Professional – Private Client Advanced Life Insurance Planning

http://wealthandlegacygroup.com/the-family-office-professional

How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. What is Legacy Planning? Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Podcasts. Premium Financed Life Insurance. Life Insurance Policy Valuations. Advanced Life Insurance Planning. Customized Life Insurance Contracts. Life Insurance for Charitable Planning Purposes. In many scenari...

4

Recommended Books – Private Client Advanced Life Insurance Planning

http://wealthandlegacygroup.com/recommended-books

How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. What is Legacy Planning? Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Podcasts. Premium Financed Life Insurance. Life Insurance Policy Valuations. Advanced Life Insurance Planning. Customized Life Insurance Contracts. Life Insurance for Charitable Planning Purposes. The foregoing i...

5

L.O.V.E. Report™ Archives – Private Client Advanced Life Insurance Planning

http://wealthandlegacygroup.com/l-o-v-e-report-archives

How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. What is Legacy Planning? Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Podcasts. Premium Financed Life Insurance. Life Insurance Policy Valuations. Advanced Life Insurance Planning. Customized Life Insurance Contracts. Life Insurance for Charitable Planning Purposes. The foregoing i...

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YEA! Program

http://www.sichamber.com/education/YEAProgram

About the Young Entrepreneur Academy. The Young Entrepreneur Academy. Is the only one of its kind in New York City. Originally developed with support from the Kauffman Foundation. At the University of Rochester in 2004, YEA! Rsquo;s mission is to develop and deliver experience-based entrepreneurship programs to young people to:. Enable them to transition successfully to adulthood. Help them to pursue their dreams by harnessing their creativity and energy. Provides a focused introduction to the business w...

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SMALL BUSINESS SOLUTIONS - The Nicotra Group, LLC

http://officespacestatenisland.com/small-business

Office Space Staten Island - The Nicotra Group, LLC. 718477.2100 ext. 242. 718477.2100 ext. 242. The Lois & Richard Nicotra Foundation. TENANTS SAY IT BEST. Convenient to City and NJ. Child Care on Premises. Hotels and Dining on Premises. Offices Customized for Every Business. Alfredo P. Conti, Esq. Chad and Danielle Reyes. Wealth and Legacy Group. We have been at the Corporate Park since 2007, It’s centrally located, great facilities and helpful staff on site. It’s Staten Island’s A property. Hairclub f...

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Purposeful Planning Institute

http://www.purposefulplanninginstitute.com/Fusion/florida2015.html

Join our Mailing List. John A. Warnick. Primer on Purposeful Trusts and Gifts. Primer on Uses and Abuses of Trust Protectors. March 19 - 20, 2015 Hilton Orlando Lake Buena Vista Orlando, FL. Where Smart Meets Heart. Attorneys, CFPs, CLUs, CPAs, family business consultants, trustees and wealth managers who want to stay current with technical topics and gain awareness of best practices for individual and family flourishing. Enjoy a unique conference experience in which we showcase professional collaboratio...

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PROPERTIES - The Nicotra Group, LLC

http://officespacestatenisland.com/properties

Office Space Staten Island - The Nicotra Group, LLC. 718477.2100 ext. 242. 718477.2100 ext. 242. The Lois & Richard Nicotra Foundation. TENANTS SAY IT BEST. Staten Island, NY 10311. Approx. 120,000 Total Sq. Ft. Extensive Security Infrastructure in Place. Empire Zone Program Tax Credit. NYC Real Estate Tax Abatement. Click for leasing info. Staten Island, NY 10311. Approx. 180,000 Total Sq. Ft. Empire Zone Program Tax Credit. NYC Real Estate Tax Abatement. Click for leasing info. At 900 South Avenue.

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LOVE YOUR LANDLORD - The Nicotra Group, LLC

http://officespacestatenisland.com/love-your-landlord

Office Space Staten Island - The Nicotra Group, LLC. 718477.2100 ext. 242. 718477.2100 ext. 242. The Lois & Richard Nicotra Foundation. TENANTS SAY IT BEST. Working super late or have clients coming from out of town? Newly constructed in 2001 and upgraded with a multi-million dollar renovation in 2009, the Hilton Garden Inn now offers world class service, luxury and convenience. Our hotel is just minutes and a complimentary shuttle away from Newark Liberty International Airport and Downtown Manhattan.

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TENANTS SAY IT BEST - The Nicotra Group, LLC

http://officespacestatenisland.com/tenants-say-it-best

Office Space Staten Island - The Nicotra Group, LLC. 718477.2100 ext. 242. 718477.2100 ext. 242. The Lois & Richard Nicotra Foundation. TENANTS SAY IT BEST. TENANTS SAY IT BEST. Alfredo P. Conti, Esq. Chad and Danielle Reyes. Wealth and Legacy Group. We have been at the Corporate Park since 2007. It’s centrally located, great facilities and helpful staff on site. It’s Staten Island’s A property. Susan A. Principato. Saint Paul’s School of Nursing – Staten Island. Constance J. Salhany, LMHC, PhD, ACT.

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Private Client Advanced Life Insurance Planning

How to Utilize your Private Vault. How WLG can be a resource to you…. The Trust and Estate Attorney. The Family Office Professional. The Life Insurance Professional. Generational L.O.V.E. Video. Legacy by Dr. Richard Orlando. The Ultimate Gift the Movie. The Ultimate Life the Movie. WLG Thought Leadership Webinars (coming soon! Premium Financed Life Insurance. Life Insurance for Charitable Planning Purposes. PSP, Cash Balance and Defined Benefit Plans, Etc. Corporate Owned Life Insurance. The foregoing i...

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