James Feldesman

James Feldesman A financial consultant specializes in tax mitigation, excelling in insurance and Medicare. WealthBridge Financial Group is independent of Equity Services, Inc.

Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 675 Third Avenue, Suite 900, New York, NY 10017, 212-986-0400. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affil

iates. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC. James Feldesman is a Registered Representative and Investment Adviser Representative of Equity Services, Inc. and offers securities in NY. He is also insurance licensed in NY. Legal and tax advice are not offered. Please consult your advisors prior to implementing strategies to determine how they may affect your personal situation. TC137814(1123)3

As you set your goals for 2026, make sure that updating your coverage is on the list. Your future deserves to be planned...
04/30/2026

As you set your goals for 2026, make sure that updating your coverage is on the list. Your future deserves to be planned for – and protected.

Life Insurance 101: How Much Do You Really Need? Watch the full episode on YouTube here: https://bit.ly/4kXfYrz
06/06/2025

Life Insurance 101: How Much Do You Really Need?

Watch the full episode on YouTube here: https://bit.ly/4kXfYrz

Life insurance isn’t one-size-fits-all. In this episode host Rich Leimgruber talks to industry veteran Jim Feldesman on the big questions:00:59 What life in...

Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.🎧 Plus, catch our latest ep...
06/05/2025

Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.

🎧 Plus, catch our latest episode and explore new tools to grow your practice with purpose.

👇 Read the full edition here: https://bit.ly/3ZG2AQD

EPISODE 10 SUMMARY

Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.🎧 Plus, catch our latest ep...
06/04/2025

Check out my feature on EnRich Your Life newsletter, showcasing my latest podcast appearance.

🎧 Plus, catch our latest episode and explore new tools to grow your practice with purpose.

👇 Read the full edition here: https://bit.ly/4mN81aa

EPISODE 10 SUMMARY

06/02/2025

Who’s your business partner’s backup plan? If it’s their spouse, you might want to rethink your agreement. Life Insurance Buy/Sell Agreements. Watch Ep10 on enrichlifepodcast.com for more info!


Disclaimer: This content is for informational purposes only and should not be considered personalized financial, investment, tax, or legal advice. Past performance is not indicative of future results. Investing involves risks, including the potential loss of principal. Consult a qualified financial professional before making investment decisions.

06/02/2025

Wrapping up my conversation with Richard Leimgruber on the EnRich Your Life podcast — Part 3!

We close out with key insights on converting term policies, avoiding costly mistakes on applications, and maximizing long-term value through proper planning.

Appreciate the opportunity to be part of this important discussion.

🎧 Listen to Part 3: https://bit.ly/3HiDf8L

05/30/2025

Part 2 of my conversation with Richard Leimgruber on the EnRich Your Life podcast is now live! Thanks again to Rich for having me on.

🎧 Listen here: https://bit.ly/3Stbgpu

05/28/2025

Honored to be featured on Episode 10 of the EnRich Your Life podcast with Richard Leimgruber: "Stop Guessing Your Life Insurance Need – Why You’re Probably Under-Insured and What It Costs."

In part 1, we unpack the real value behind life insurance — from term vs. permanent, to living benefits, to how AI is reshaping the application process. If you're unsure what kind of coverage you need or when to convert, this conversation is for you.

Grateful for the chance to share what I’ve learned over the past 30 years in this industry. Thank you, Rich, for the opportunity!

🎧 Tune in here for the full podcast: https://bit.ly/4kDS1VV

Youtube: https://bit.ly/4dCL716

Stay tuned for part 2!

05/25/2025
There are many ways to finance a great education. Are you or someone you know looking ahead to the college years?
12/06/2024

There are many ways to finance a great education. Are you or someone you know looking ahead to the college years?

An education trust can be set up for one person or multiple people, and the trust maker decides how the money should be used and at what age.

Address

675 3rd Avenue Suite 900
New York, NY
10017

Alerts

Be the first to know and let us send you an email when James Feldesman posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share