by Laurel | Jul 8, 2019 | Asset Based Long Term Care, Long Term Care insurance, Medicaid
In the many years of speaking to retirees and pre-retirees, I have learned that there are a handful of topics that will more than likely come up. One is the long-term viability of Social Security; I try not to delve too much into this one as it is a total crap shoot,...
by Laurel | Jul 3, 2019 | Asset Based Long Term Care, Long Term Care insurance
You want to live out the last days of your life as comfortably and with as much dignity as possible. Whether you prefer home health care or living in a nursing home, preparation can reduce the expense and burden of long-term care on your loved ones. The State Life...
by Laurel | Jun 27, 2019 | Income during retirement, Indexed Annuity, Insurance and Retirement Planning, Retirement, Retirement Income, Retirement Planning
There are many reasons to consider adding Allianz 222 Annuity and its built-in Protected Income Value (PIV) rider to your retirement portfolio. Because it’s a fixed index annuity (FIA), Allianz 222 offers traditional FIA benefits such as principal and credited...
by Laurel | Jun 21, 2019 | Insurance and Retirement Planning, Multi-Year Guarantee, MYGA
https://youtu.be/DwOMeC9F
by Laurel | Jun 14, 2019 | Income Rider, Insurance and Retirement Planning, Multi-Year Guarantee, MYGA, Preservation of Capital, RMD
In a world where pensions have fallen by the way side, many people are looking towards Fixed Annuities. The problem is that these annuities are getting harder to find access to. Many Financial Advisors focus strictly on assets under management. Whereas many...
by Laurel | Apr 15, 2019 | Income during retirement, Income Rider, Indexed Annuity, Insurance and Retirement Planning, Multi-Year Guarantee, MYGA, Preservation of Capital, Qualified Retirement, Retirement, Retirement Income, Retirement Planning, RMD
Originally, annuities had one purpose, which was to convert a lump sum of capital into a stream of income, either for a lifetime or for a certain time period. They were designed for people at retirement or those who had a specific need for fixed,...
by Laurel | Apr 4, 2019 | Medicare Advantage Plans/Medicare Part C, Medicare Part A, Medicare Part B, Medicare Part D, Medicare Prescription Drug plans, Medigap/Medicare supplement
Learn more about Medicare supplements and Medicare Advantage.
by Laurel | Apr 4, 2019 | Medicare Advantage Plans/Medicare Part C, Medicare Part A, Medicare Part B, Medicare Part D, Medicare Prescription Drug plans, Medigap/Medicare supplement
For more information on Medicare supplement planning in Asheville, NC or Greenville, SC – give us a call!
by Laurel | Mar 9, 2019 | Insurance and Retirement Planning, Multi-Year Guarantee, MYGA, Preservation of Capital, Qualified Retirement, Retirement, Retirement Planning
Are You Looking for Guaranteed Principal Return and Growth? Guaranteed Interest of 3.20% for 2 years, 4.10% for 5 years! Guaranteed ! In order to achieve your financial plan you have to purchase products that meet the purpose defined. One purpose in a financial plan...
by Laurel | Feb 17, 2019 | Income during retirement, Income Rider, Preservation of Capital, Retirement, Retirement Income, Retirement Planning
Life Insurance — an instrument which is favored by some due to the inherent tax benefits while others endorse the importance of having a life insurance cover. Though life insurance companies and also the regulatory body are trying to instill the awareness of life...
