What are the options for obtaining a steady stream of income when we are elderly and really need it? This week’s article discusses how “an annuity can ensure that a retiree is able to afford assisted living. Immediate annuities promise a steady stream of payments, no matter how long you live.” Our needs will vary […]
CAN YOU AFFORD IT? Read More »
This week’s article hit the nail on the head when it referred to FIAs as a “good long-term relationship for all”. The author cited five good reasons why you should “love a FIA”: 100% Principle Protection, Balance, Growth Potential, Guaranteed Lifetime Income and Tax Deferred Growth. Take a look and let us know if you
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I found this week’s article interesting and thought to share it with you as it addressed some basic principles of a long-term retirement option. “Let’s start with defining FIAs. These products are long-term retirement options purchased from an insurance company that guarantee principal protection, tax-deferred growth, and reliable income.” If you would like to talk
I thought you might want to read this week’s article because it was very direct about why you need to know how Annuities work. The author states that the reason is because “90% of [retirement] planners” recommend them. Why is that? We think it is because “the stock market has become a part of our
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Steven J. Katz, an Investment Advisory Representative (IAR), offers advisory services through Gibbs Wealth Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. Evergreen Team Wealth Management, LLC and Gibbs Wealth Management are independent of each other. Insurance products and services are not offered through GWM but are offered and sold independently by, Evergreen Team Insurance Marketing, LLC, CA Insurance Agency #0K95213, and Steven J. Katz, CA Insurance License #0F80752.
