The information found on this website is provided as general information and is not intended to be specific financial guidance. 

The information and opinions expressed herein are obtained from sources believed to be reliable; however, no representation is made as to, and no responsibility or liability is accepted for, the accuracy or completeness of the information.

Before you make any financial decisions regarding your personal financial situation, you should consult a financial, legal or tax professional to discuss your individual circumstances and objectives. Products or services mentioned may be unavailable in your state and/or unsuitable for some individuals. Providing personal information may result in contact from an insurance agent.

Any materials that are made available to download from this website are the copyrighted work of the company and/or its suppliers or other third parties. Without limiting the foregoing, copying or reproduction of the materials to any other server or location for further reproduction or redistribution is expressly prohibited.

This Disclosure is effective October 9th, 2017. The disclosure may change at any time without notice.
Unauthorized use of the material is prohibited.

Want to learn more?

Check out these articles below

Why Fixed- Indexed Annuities? A Closer Look at Protecting Retirement Income

One of the most critical things in retirement is not having enough income to last one’s lifetime. An annuity can help you by protecting retirement income. Retirees need a reliable source of income that protects them from the complex issues of unpredictable market-creating havoc in their retirement portfolio. For this reason, fixed-indexed annuities are becoming

Read More

Catch-Up Contributions

A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their A recent survey found that 28% of workers are very confident about having enough money to live comfortably through their retirement years. At the same time, 27% are not confident. In 2001 congress passed a

Read More

Systematic Withdrawals in Retirement

Many of us grew up with the concept that making regular, periodic contributions to our retirement account was a sound investment strategy. The idea was that, in a fluctuating market, regularly investing a set amount would enable an individual to buy more shares when prices were low and fewer shares when prices were high. Does

Read More

Budget Check Up: Tax Time Is the Right Time

Every year, about 150 million households file their federal tax returns. For many, the process involves digging through shoe boxes or manila folders full of receipts; gathering mortgage, retirement, and investment account statements; and relying on computer software to take advantage of every tax break the code permits. It seems a shame not to make

Read More