February 2019

May 4, 2024

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The future is now!  Income riders are flexible, adjustable and customizable. Do you remember as a child attending the local county fair and having your future read by “Madam” Zowee? I. . .

May 6, 2024

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There are numerous options for which plan to select. Listed below are the basics of life insurance and how the benefits of these choices can help provide protection. There are. . .
May 6, 2024

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A revocable living trust is a legal device that can help protect assets. Revocable living trusts are promoted as an alternative to probate. They can be used to manage your. . .
May 13, 2025

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Does your Retirement RV have a flat tire? Here’s a statistic you’ve probably read – each and every day since January 1, 2011, 10,000 Baby Boomers have been turning 65. . .

January 14, 2025

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Myths or facts, make sure your understand the difference Corporate media is mostly aligned against annuities. Could financial bias drive this demonization? Traditional financial institutions (Wall Street) spend vast amounts. . .

Annuities » The Stock Market, The Magnificient Twenty and Volatility The theme of the fixed/indexed annuity message is safety and security. There is plenty of research and studies to back. . .
December 19, 2024

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Most people who choose to prepare advance directives do so to remove any doubt of their wishes in the event of a situation where they may be deemed unable to. . .
May 6, 2024

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Estate Planning is the way to ensure that your assets and property are dealt with in the manner that you choose, even after your death. Along with a will, living. . .
May 13, 2025

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Retirement is a state of mind not of your age “Retirement: It’s nice to get out of the rat race, but you have to learn to get along with less. . .

November 5, 2024

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Steve Kerby, Aloha Oregon, has accepted an invitation to become an “Invited Author” on the financial website, annuity.com. Steve joins an elite group of experts who share information about approaching. . .

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Annuities are a safe and reliable retirement product. They can transform your savings into a more predictable income. Speak with one of our qualified financial professionals today to find out how an annuity can offer you guaranteed monthly income for life.

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