by Jason Weibert | Aug 16, 2017 | Uncategorized
Video Transcript A fixed index annuity is a contract between you and an insurance company that may help you reach your long-term financial goals. In exchange for your premium payment, the insurance company provides you with income, either starting immediately or at...
by Jason Weibert | May 29, 2017 | Uncategorized
Video Transcript: Sometimes we are asked, “What are ‘Life Settlements,’ and are they something I should consider adding to my investment portfolio? A Life Settlement is the sale – by the owner – of an unwanted or unneeded Life Insurance policy to a third...
by Jason Weibert | May 23, 2017 | Uncategorized
Video Transcript: We all think we know the basics about Social Security, but do we really know how different the benefits can be? The standard retirement age is between 65 and 67, depending on your birthday. Your monthly income, also called your PIA, is determined by...
by Jason Weibert | May 22, 2017 | Uncategorized
Video Transcript: In the old days, you could rollover your IRA assets as often as you wanted to. Starting in 2015, the IRS limited IRA Rollovers to one rollover per year. This rule does not apply to Roth conversions or a rollover from a 401K Plan. The good news,...
by Jason Weibert | May 15, 2017 | Uncategorized
Video Transcript: You’ve worked so hard to build your net worth, but it could fall into a sinkhole if you don’t do estate planning. Estate planning isn’t just for the rich, it is a necessity for everyone, and estate plan will allow you to pass along what you own to...
