Senior Financial Workshops
We have available today an ever-evolving number of strategies, including immediate, fixed and fixed index annuities, life insurance and long-term care programs, which can be utilized and tailored to clients’ specific goals and objectives. We can even provide guaranteed for life income streams to meet our clients’ needs.
The income-for-life features of our fixed annuities have been of tremendous benefit for client planning, as most are concerned with running out of income. That planning is fairly easy to achieve as one simply reviews the available assets and current income streams of the client and then utilizes a bit of formulation to develop additional guaranteed income via our annuity strategies and vehicle.