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Areas of expertise: Annuities for Retirement Income, IUL for Business Owners, IUL for Retirement Income, Safe Money (investments), Social Security Benefits
Marc Catona is a highly experienced financial professional and owner of Protect & Preserve Inc., headquartered in Galloway Township, New Jersey. With over 34 years in the industry, he is renowned for his expertise in creating comprehensive, tax-efficient financial strategies and for his commitment to helping clients pursue tax-free income and long-term security. Marc serves high-net-worth individuals, retirees, federal employees, and business owners across the United States, offering both in-person and virtual consultations. Beyond his business role, Marc leads the Society for Financial Awareness as its South Jersey Chapter President, reflecting his dedication to financial education and community engagement.
Key Takeaways Downside guardrails offer structured ways to protect retirement income from market downturns. Implementing guardrails involves careful planning, regular...
Key Takeaways The tax treatment of annuities can shape your long-term cash flow just as much as, and sometimes more...
Key Takeaways Life insurance is not only about protection after death; it can also play a role in long-term financial...
Key Takeaways Choosing an annuity requires you to balance long-term income security with flexibility for changing needs.The decision should align...
Key Takeaways Fixed Index Annuities (FIAs) combine the stability of traditional fixed annuities with the growth potential of market-linked performance,...
Key Takeaways Fixed Index Annuities (FIAs) offer safety from market downturns but come with limitations and hidden complexities that can...
Key Takeaways Fixed Index Annuities (FIAs) in 2025 are designed to combine growth potential tied to a market index with...
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