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Areas of expertise: IUL for Business Owners, Annuities, Life Insurance for Retirement Income, Social Security Benefits, IUL and Taxes
I grew up in Dubuque, Iowa, where I learned the concepts of hard work and the value of a dollar. I spent years in Boy Scouts and achieved the honor of Eagle Scout. I graduated from Iowa State University and moved to Chicago and spent a few years managing restaurants. I then started working in financial services and insurance helping families prepare for the high cost of college for their children. After spending years in the insurance industry, I moved to Arizona and started working with Federal Employees offing education and options on their benefits. I became a Financial Advisor / Fiduciary to further help people properly plan for the future. I enjoy cooking and traveling in my free time.
2024-04-03 , great
Annuities keep setting new records. In LIMRA's "U.S. Individual Annuity Sales Survey," these products showed increasing sales for the second...
The cultivation of wealth necessitates both a plan and surplus capital, and a key consideration is the selection of a...
Suppose you are already retired but are thinking about taking a job with the government again. In that case, you...
With effect from December 19, 2022, the Federal Long-Term Care Insurance Program (FLTCIP) will no longer accept applications for new policies....
A variable annuity rider (GLWB) Guaranteed Lifetime Withdrawal Benefit offers a monthly payment level even if economic losses lower the...
The rates for annuities with the same term vary significantly. You will earn far less interest than you could if...
Fixed-rate annuities are similar to bank CDs. A lump sum payment ensures a fixed interest rate of 3-10% for 1-10...
The Baby Boomer generation is approaching or has already reached retirement age. With more Baby Boomers retiring every day, it...
Many people approaching retirement have little or no savings. According to the U.S Government Accountability Office, nearly 50% of people...
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