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    • Smoker Life Insurance
    • Spouse Life Insurance
    • Term Life Insurance
    • Universal Life Insurance
  • My Health
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    • Medicare, Medicare Advantage, Medigap & Medicaid
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      • Critical Illness Direct
      • Dental & Vision
      • Heart or Stroke
      • Hospital Indemnity
      • Short Term Disability
  • My Wealth
    • Debt Consolidation
    • The Disadvantages of the 401(k) retirement plans
    • The Disadvantages of 529 education plans
    • What is an Annuity?
    • Life Income Annuity
    • Annuity Exchange
  • About Us
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Read more about the article Mother’s Day – Honoring our Mothers

Mother’s Day – Honoring our Mothers

  • Post author:Admin
  • Post published: April 1, 2024
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Celebrating all mothers and grandmothers too. Fun event with games, prizes and snacks. For accommodations of persons with special needs at the meeting, please call (945) 899-0770.

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Read more about the article Kentucky Derby Celebration- Hat Decoration

Kentucky Derby Celebration- Hat Decoration

  • Post author:Admin
  • Post published: April 1, 2024
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Come celebrate Kentucky Derby with hat decoration. Fun event with a lot of prizes and snacks. For accommodations of persons with special needs at the meeting, please call (945) 899-0770.

Continue ReadingKentucky Derby Celebration- Hat Decoration
Read more about the article Tax tips for married couples

Tax tips for married couples

  • Post author:Admin
  • Post published: April 1, 2024
  • Post category:My Wealth

When you sit down to work on their 2023 income tax returns, you're likely going to notice a few changes. From wider tax brackets and a significant increase in the…

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Read more about the article Are you missing these 5 small business tax deductions?

Are you missing these 5 small business tax deductions?

  • Post author:Admin
  • Post published: April 1, 2024
  • Post category:My Wealth

While taxes can’t be escaped, there are ways to help lessen the impact. When it comes to managing your own firm’s tax situation, remember these IRS tax reform provisions that…

Continue ReadingAre you missing these 5 small business tax deductions?
Read more about the article Top 5 index factors to consider

Top 5 index factors to consider

  • Post author:Admin
  • Post published: March 1, 2024
  • Post category:My Wealth

Despite sharing the same basic structure, all fixed indexed annuities (FIAs) are not created equally. While the S&P 500® is the most popular benchmark index for FIAs, a growing segment of…

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Read more about the article Create financial resolutions that can lead to results

Create financial resolutions that can lead to results

  • Post author:Admin
  • Post published: February 1, 2024
  • Post category:My Wealth

While setting goals is a great way to move toward what you want in life, New Year’s resolutions are not always easy to keep. Research shows that nearly a quarter…

Continue ReadingCreate financial resolutions that can lead to results
Read more about the article Lunch & Learn – Fraud & Scam Prevention

Lunch & Learn – Fraud & Scam Prevention

  • Post author:Admin
  • Post published: January 4, 2024
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Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

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Read more about the article Lunch & Learn – Fraud & Scam Prevention

Lunch & Learn – Fraud & Scam Prevention

  • Post author:Admin
  • Post published: January 4, 2024
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Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingLunch & Learn – Fraud & Scam Prevention
Read more about the article Lunch & Learn – Fraud & Scam

Lunch & Learn – Fraud & Scam

  • Post author:Admin
  • Post published: January 4, 2024
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  • Post comments:0 Comments

Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingLunch & Learn – Fraud & Scam

Scam & Fraud Prevention

  • Post author:Admin
  • Post published: January 4, 2024
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Why should I attend? Fraud occurs when attempts are made to mislead someone with the promise of goods, services, or financial benefits that do not really exist, were never planned…

Continue ReadingScam & Fraud Prevention
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