An annuity is a financial product that allows a contract holder to accumulate money on a tax-deferred basis and receive a series of payments at regular intervals. People purchase annuities to obtain an income they will receive from Social Security ..
Term & Whole Life
LIFE INSURANCE- If you can’t be there to catch them, give them a safety net. Life insurance is one of the most important investments you can make in your family’s future, … Read More »
With the average funeral costing between $7,500 to $10,000 a year and increasing three percent a year on average making final arrangements for a loved one is one of the largest expenses a family will face.Final expense insurance provides seniors with…
Long Term Care
Long-term care insurance helps replace a major portion of your income when you are injured or unable to work. The right long-term care plan is a very important element of your total protection… Read More »
Retire Well Dallas and the “CPA Team-based Model” helps CPAs and Financial Advisors create better results and deliver more value to you, the client…. Read More »