Tim Davis, RICP, CLU, CEBS, Professional Credentials
Tim Davis, RICP, CLU, CEBS, Professional Credentials Tim has been advising clients about insurance for over three decades, provide a stress-free retirement using an approach based on guarantees. Integrity is a guiding principle for Tim, both personally and in his business. Tim is a graduate of the University of Texas at Austin with a BBA […]
Eric Coons Professional Credentials
Eric Coons Professional Credentials Eric is the proud owner of Kaleidoscope Insurance Solutions, an independent insurance agency located in Springdale, Arkansas. With 18 years of industry experience as an independent annuities broker, Eric manages over 200 million in Fixed and Indexed annuities with clients in Arkansas, Missouri, and Oklahoma. Please click on these links to […]
Jack Branch Professional Credentials
Jack Branch Professional Credentials Jack Branch has been an advisor in Louisiana since 2001, helping clients clearly layout their objectives, identifying the risks that could sabotage financial goals from becoming a reality, and putting together a custom plan for each client. Jack has been recognized nationally and locally as a top advisor to professionals, CPAs, business […]
Stephen Dybwad Professional Credentials
Stephen Dybwad Professional Credentials Stephen is an independent financial advisor who believes the true art of financial guidance is not so much in the accumulation of assets but is in the preservation and distribution of those assets. Steve has been providing highly individualized financial guidance to clients across the nation for over 40 years. He […]
Jack Branch Brings Retirement & Income Radio To New Orleans
Jack Branch Brings Retirement And Income Radio To New Orleans Jack Branch is an experienced retirement specialist sharing his expertise as the host of Retirement and Income Radio on WRNO, 99.5 FM. As the host of the Retirement and Income Radio show, he is frequently approached to speak on safe money concepts. Jack Branch has […]
Lyle Boss Awarded National Designation
Lyle Boss Awarded National Designation Lyle Boss, Utah Safe Money Radio host, has been awarded the prestigious designation, Certified Financial Fiduciary. Lyle Boss, President of Boss Financial & Insurance Services, LLC, has earned the Certified Financial Fiduciary®(CFF) designation. He joins a growing group of financial professionals who have received the Certified Financial Fiduciary® designation and […]
National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs
National Social Security Expert Heather Schreiber Expresses Concern Over Increased Medical Costs Heather Schreiber RICP® said during an interview with USA TODAY that the congressionally approved annual Cost of Living Adjustment (COLA) to Social Security may cause beneficiaries to spend more cautiously. Schreiber went on the say that some of the COLA will be used […]
Al Martinez Professional Credentials
Al Martinez Professional Credentials For more than two decades, Al Martinez has been an advisor and general agent in the financial services industry, helping clients to make sound financial decisions in the areas of insurance and retirement planning. Circumstances, taxes, or other uncertainties of life. Please click on these links to learn more about me […]
Al Martinez Receives IRA Expert Designation From Ed Slott
Al Martinez Receives IRA “Expert Designation” From Ed Slott FOR IMMEDIATE RELEASE Al Martinez Completes Advanced Training from America’s IRA Experts at Ed Slott and Company, LLC Members of Ed Slott’s Elite IRA Advisor GroupSM Studied Latest Retirement Account Planning Strategies, Estate Planning Techniques and Tax Laws at Semiannual Workshop Loveland, CO 10/07/2019– Al Martinez, […]
Annuity.com Endorses Dr. Wade D Pfau’s New Book Safety First Retirement Planning
Annuity.com Endorses Dr. Wade D Pfau’s New Book Safety-First Retirement Planning Wade D. Pfau, Ph.D., CFA, RICP new book is hitting the target for those concerned with the unknown future of Retirement Planning. Dr. Pfau stated, “two fundamentally different philosophies for retirement income planning, which I call probability-based and safety-first, diverge on the critical issue […]
