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Weekly News

Want to Accumulate?

Did you know that if you need “insurance for as long as you live and want to accumulate savings a universal policy” might be something you want to consider as a choice. Sometimes people “take a shortcut (such as simply buying a multiple of annual income).” Call us if...

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Retirement Calculators

Are you on track for where you need to be for retirement? This week I thought to share with you several calculators. “These customizable calculators will allow you to run different scenarios and discover how small adjustments could make a big difference for your...

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Transform your Stress

This week’s article tells us that “Financial stress is the number one source of stress for employees, according to a Price Waterhouse Coopers 2019 survey. Financial matters outrank any other source of stress combined, including health and relationships. Retirement can...

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“It’s No Myth, Lack of Diversity Puts Retirement At Risk.”

This week’s article tells us “to diversify, products like a fixed indexed annuity can offer balance, growth potential with principal protection, and a steady income stream during retirement.” Don’t let misconceptions derail your best solution for balance and security....

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The Crisis

I read an article the other day that, while written a few years back, seemed to resonate even more today. The author wrote “More dangerous yet is the shift in focus away from retirement income to return on investment that has come with the introduction of...

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Upcoming Events

EDUCATIONAL SEMINARS

  • Strategies to feel good about preparing for retirement
  • Strategies that can help rebuild your financial needs
  • Strategies in challenging times
  • Strategies to help achieve financial goals
  • Strategies to help achieve your long-term financial goals
  • Alternative products in challenging times
  • Feel good about your retirement strategies
  • Feel confident about your retirement savings strategies
  • How you can get income that you won’t outlive*
  • Information about IRA’s and tax deferral characteristics **
  • Things to think about that may be more appropriate for your financial needs
  • How our clients have kept their money safe from market declines
  • Options that let you avoid taxes on IRA distributions**
  • Products that keep your principal safe from market declines*

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company.

** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation.

If just one of these items are a concern you need to call us NOW at 847-497-0434.

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