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Flexibility to Deal with The Unexpected

by Tim Beauregard | May 10, 2021 | Annuities, Fund Management, Uncategorized

Tim Beauregard Regional VP-South What if you could increase the growth potential of your client’s retirement savings while maintaining access to their money in case the unexpected happens? What if you could also give clients the benefit of an annuity without a big...

Extended Time to Plan

by Chris Wholehan | Mar 30, 2021 | Annuities, Fund Management, Long Term Care, Tax

President, Chris Wholehan Are any of your clients business owners?  Perhaps they could benefit from a deferred compensation plan using life insurance for tax-deferred growth and tax-free income payments in retirement.  Or perhaps they could benefit from...

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