A Compelling Story: Fixed Index Annuities

How would you like to play poker where the casino told you they would guarantee you that you will make money on every winning hand and, you would break even on every losing hand. You would line up for that table, wouldn’t you? That is precisely what we offer with Fixed Index Annuities. Tax deferral [...]

By |2020-07-21T19:03:48+00:00July 21st, 2020|Annuities, Estate Planning, Insurance, Retirement Planning, Taxes|

Fixed Indexed Annuities Stay Focused On The Ball

Fixed Indexed Annuities Stay Focused On The Ball While Riding The Market Roller Coaster During These Uncertain Times Our year 2020 is turning out to be a real Doozy (nail biter) due to the Covid-19 virus and this historic election year as our economy is reopening and then is slowed or stalled and pushed forward [...]

Why You Should Leave Your Heirs Life Insurance Or Annuities

Why You Should Consider Leaving Your Heirs Life Insurance or Annuities (Instead of Your Qualified Plan Money) If you've been thinking about creating a legacy for your loved ones, you may believe that leaving them money from your IRA or 401(k) is the best option. You may have also looked into trusts as a way to [...]

By |2020-07-08T18:23:33+00:00July 8th, 2020|Annuities|

Legacy Abitrage

Use Legacy Arbitrage to extend benefits to heirs Definition of 'Arbitrage' from Investopedia "The simultaneous purchase and sale of an asset to profit from a difference in the price. It is a trade that profits by exploiting price differences of identical or similar financial instruments, on different markets or in different forms. Arbitrage exists as [...]

By |2020-04-17T18:00:50+00:00December 12th, 2019|Estate Planning, Uncategorized|

Term Life Insurance: Advantages and Disadvantages

Term life insurance is often Less expensive than other types of insurance, especially when the insurance is purchased while the policyholder is younger in age. Because of its affordability, it can be a good choice for short-range goals, such as until your youngest child finishes college, while you pay off a loan, extra insurance protection during child-raising years or until you are able to afford a more permanent type of life insurance. The cost and availability of the type of life insurance that is appropriate for you depend on factors such as age, health, and the type and amount of insurance you need.

By |2020-04-16T00:08:03+00:00May 14th, 2019|Insurance|

Life Insurance Plans and Options: The Basics

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 two types of life insurance plans: term (temporary) or permanent plans. Life insurers offer various forms of term plans and traditional life policies as well as combinations of the two types.

By |2020-04-17T18:06:19+00:00February 16th, 2019|Insurance|

Health Planning For Retirement

Consider health planning when thinking about retirement planning   Health Planning For Retirement: Frequently Asked Questions You may think that retirement is a long way off, especially if you’ve recently changed jobs, started a family or are sending children to college. While planning for retirement may not necessarily be at the top of your to-do [...]

By |2020-04-14T19:22:23+00:00February 6th, 2019|Retirement Planning|