Forms/Files for mailing:
Monthly Letter in Word
Fillable Monthly Letter in PDF
Top 10 PDF
W Y S I W Y G
Scott Burns once wrote in one of his financial columns; “…just two things are clear. First, that simple is better most of the time. Second, that the odds are against complexity. That’s good to know. And wise to remember.”
That’s a decision I made a long, long time ago; to stay away from “complex” annuities and only offer “simple” to understand High Quality – Consumer Oriented tax-deferred annuities that safely pay a contractually guaranteed interest rate for a selected period of time.
In other words, I only offer WHAT YOU SEE IS WHAT YOU GET type of annuities. Here are two for you to examine closely. Which one is right for you?