ANNUITY TESTIMONIAL ONE ANNUITY TESTIMONIAL TWO ANNUITY TESTIMONIAL THREE Request an appointment To request your appointment you can fill in the contact form or call us. (941) 355-4362 Contact Us About Us Financial Services Insurance Services Resources Educational Videos Downloads BLOG NET UNREALIZED APPRECIATION AND QUALIFIED CHARITABLE DISTRIBUTIONS: TODAY’S SLOTT REPORT MAILBAGMay 16, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport Question: I need guidance on a new client with the […] WHAT YOU NEED TO KNOW ABOUT COMMUNITY PROPERTY AND YOUR IRAMay 15, 2024By Sarah Brenner, JD Director of Retirement Education Follow Us on X: @theslottreport What do you get when community property mixes with your IRA? […]