1. Are you looking for a safe CD Alternative with MORE interest?!?!?!

    Hot New Multi-Year Guarantee Annuities are a great CD alternative with a guaranteed interest rate of 2.9% for 2 years, or 3.85% for 5 years. I would like to point out that a 1-year CD is paying a mere 2.00% and a 3-year CD is paying is paying 2.55% (Source: www.bankrate.com).  Now I want to talk ab…Read More

  2. And in Health News…..10 Amazing Health Benefits to Eating Hot Peppers [Scientifically Proven]

    Eat Hot Peppers... The Hotter, The Better!! The documented health benefits from hot peppers continues to grow at a break-neck speed, similar to the increasing popularity of consuming hot foods in various forms. The heat and health benefits comes from a chemical called capsaicin. Historically, spicy…Read More

  3. Early Withdrawal Penalties for Traditional and Roth IRAs

    Most professionals would all be on the same page that it is rarely a good idea to take an early withdrawal from a traditional or Roth IRA. Mainly due to the substantial cost an early withdraw can cost (not to mention losing out on years of potential earnings). Early distributions from IRAs (that is,…Read More

  4. Collateral Assignment of Life Insurance to Get A LOAN!!

    A collateral assignment of life insurance is a conditional assignment appointing a lender as the primary beneficiary of a death benefit to use as collateral for a loan. If the borrower is unable to pay, the lender can cash in the life insurance policy and recover what is owed. Businesses readily a…Read More

  5. Premium Financing for Life Insurance for the Wealthy

    Wealthy clients looking to use life insurance in their estate plans may find that funding their policies with a loan makes sense, especially as interest rates are still relatively low. The goal is to exploit low interest rates to get a cheap loan, which funds premium payments for a cash-value life i…Read More

  6. When are Annuities a Good Investment?

    Annuities are a good investment if you are buying them for the right reasons. You can buy annuities for safety, long-term growth, or income. For example, a fixed multi-year guarantee annuity might make an attractive alternative to a CD; variable annuity might be bought for long-term growth, tax-defe…Read More

  7. Client Spotlight- Rick Myers

    I met Beau when he first moved to Hendersonville in 2010.  I have done business with him ever since.  I have trust and confidence in what he does.  He always acts in the utmost integrity for his clients.  He has always done annual reviews for us to ensure we were still well protected, with maxim…Read More