From time to time it is a good idea to review basics, and re-educate ourselves on all available options for planning and evaluating our retirement savings plans. This week I came across several educational videos on retirement planning and fixed indexed annuities that I thought might be a great place to start. Take a look, and let me know if you have any questions. We’re always here to help.
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.
By contacting James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.
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