Fixed Indexed Annuities Fixed Indexed Annuities Read More Indexed Interest Potential Indexed Interest Potential Read More Is a Fixed Indexed Annuity Right For You? Is a Fixed Indexed Annuity Right For You? Read More It's Time To Rethink Retirement It's Time To Rethink Retirement Read More Protection Benefits Protection Benefits Read More Tax Deferral Tax Deferral Read More Understanding The Basics Understanding The Basics Read More Understanding The Benefits Understanding The Benefits Read More Who's Who in a Fixed Annuity Who's Who in a Fixed Annuity Read More 10 Good Reasons To Buy a Fixed indexed Annuity 10 Good Reasons To Buy a Fixed indexed Annuity Read More 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 Higher Catch-Up Contributions Available for Certain Older Employees Starting in 2025October 21, 2024By Ian Berger, JD IRA Analyst The year is flying by, and before we know it 2025 will be here. With the arrival of the new year, several new […] QTIP Trusts and Successor Beneficiaries: Today’s Slott Report MailbagOctober 17, 2024Ian Berger, JD IRA Analyst Question: We have a client who has children from a previous marriage. Upon the husband’s death, he wants to make sure his […]