Bill – Annuity Solves Fear of Running Out of Money in Retirement

5 years ago
Kalem Mackey

As we age, there are two issues we fear. One is maintaining good health. The other is running out of…

Russell – Solution for Guaranteed Lifetime Monthly Retirement Income

Russell is 60 years old,  retired, unmarried, and wants to travel the world to surf.  He has approximately $1.1 Million…

5 years ago

Carl and Suzy

65-year-old Carl is retired.  55-year-old Suzy is still working but plans to retire in 10 years.  Currently, Carl has approximately…

5 years ago

Calvin

61-year-old Calvin is retiring in 7 years.  He has $800,000 in mutual funds and has no pension.  Other income will…

5 years ago

Sid

One of the more interesting cases I had was with 82-year-old Sid. Ten years ago, using $200,000, Sid purchased an…

5 years ago