Eric Coons

About Eric Coons

With over 16 years of industry experience as both a captive agency manager and an independent annuities broker, Eric manages over 100 million in Fixed and Indexed annuities with clients in Arkansas, Missouri and Oklahoma. Web Sites: EricCoons.RetireVillage.com |www.kaleidoscopeinsurancesolutions.com
Office: (501) 743-1461 | Kaleidoscope Insurance Solutions

The Misconception Of Annuity Liquidity And Income Riders

One of the biggest concerns my prospective clients have when researching annuities is accessibility.   As big as a myth that this is, the reality is, annuities have more liquidity features than any other considerable “safe” investments. The only investment with more liquidity in a “safe money” investment is cash just sitting in a bank [...]

By |2019-08-07T21:16:16+00:00August 7th, 2019|Annuities|

Avoiding Probate With a Living Trust

Unlike wills, which are automatically submitted to probate and become public record after your death, living trusts keep your assets from becoming frozen and/or parceled out by a court appointed conservator. Estate planning is an essential strategy for the protection and preferred distribution of your assets and property, and a living trust should always be included in any effective estate planning document. Speak with your certified financial advisor and attorney for more information about the details specific to your situation.

By |2019-04-07T15:44:17+00:00April 7th, 2019|Estate Planning|