Knowledge is Power

Annuities

What's Covered:

  • What is an Annutiy?
  • Immediate Annuities
  • Fixed Annuities
  • Variable Annuities
  • Fixed Index/Hybrid Annuities

Asset Classes

What's Covered:

  • What are asset classes?
  • Spreading out your risk
  • The potential advantage of diversification
  • Ways to help reduce volatility, seek higher returns

Asset Allocation

What's Covered:

  • What is asset allocation?
  • How allocation helps drive performance
  • Reviewing your portfolio

What's It All About Alfie?

What's Covered:

  • Prudent investing
  • Customized financial planning
  • Investing limits
  • A financial relationship with integrity

Living Benefit Life

What's Covered:

  • Accessible money using insurance and annuities
  • Competitive and conservative interest earnings
  • Choices for consumers ages 50-75
  • Life insurance with living advantages