Expert insights from our team

I have the privilege of getting involved in people’s lives, finding out what their concerns are, and then providing solutions to get them to where they need to be.

Permanent life insurance is more than just a death benefit; it’s a versatile financial tool that can offer a range of benefits throughout your life. Whether you’re looking to protect your loved ones, supplement your retirement income, or plan your estate, permanent life insurance provides the flexibility and security to meet your financial goals. Consider how these 31 reasons align with your needs

If you are in your first year of collecting retirement benefits, you can apply to Social Security for a “withdrawal of benefits.” Social Security will let you withdraw your original application for retirement benefits, but it must be within 12 months of the date you first claimed your benefits.

Some things can take a “set-and-forget” approach, but your life insurance shouldn’t be one of them! A lot can happen in a year. Think about the changes you’ve seen in your own life: maybe you’ve taken a new job, expanded your family, bought a house, or any number of things.

With only one in five women feeling financially healthy compared to 29% of men, it's crucial for more women to feel empowered financially. Check out the five steps to enhance your financial well-being and better prepare for the future.

Annuities are commonly used for this purpose, offering various benefits to supplement retirement income. However, annuities can serve other purposes beyond providing income. If you no longer need supplemental income, check out five unexpected ways you might consider using an annuity.

The Social Security Maximization report analyzes possible filing strategies,examines multiple scenarios, and helps report examines multiple scenarios, and helps determine a solution for your clients. It provides a retirement roadmap with dates and instructions to optimize Social Security income.‍

An annuity is a powerful tool for securing your financial future, offering benefits beyond traditional investments. By forming a contract with an insurance company, you can tailor an annuity to fit your unique needs, whether you want to protect your assets, create a steady stream of income throughout your lifetime, or leave a lasting legacy for your loved ones.

With the current turmoil affecting Wall Street and Banks, there has never been a better time to discuss the safety and guarantees annuities can provide.