INFORMATION OF INTEREST FROM
FIELD AGENT DANIEL TURNWALD

 

[0] Seminars: Growing & Protecting Assets in Alignment with Our Faith

By: Dan Turnwald

For dates, times and locations of these November seminars, click the READ MORE button.
Read More...


[1] What most retirement gurus get wrong

By: David McKnight

A discussion of how most retirement experts fail to include cash value life insurance into the retirement planning conversation.
Read More...


[1] What Everyone Should Know Before Claiming Social Security Benefits

By: David A. Littell, JD, ChFC, CFP, Kenn B. Tacchin

Will you be retiring soon? What are your choices when it comes to your social security.
Read More...


[1] Recognizing Life Insurance as an Investment Portfolio Asset

Investment analysts suggest that whole life insurance can serve as a new asset class in your investment portfolio
Watch Video


[2] How to transfer IRAs to LTC insurance

By: Brent Welch, CFP, ChFC, CLU

A description of how to effectively transfer IRA assets to buy a life insurance policy with a catastrophic care rider.
Read More...


[2] Protecting Your Retirement Income from Taxes

By: Ed Slott

Tax Reduction Specialist and CPA, Ed Slott, reveals retirement income strategies that maximize your money and nearly eliminates taxes.

Tax rates for your retirement will be higher than they are now because the government needs to pay its bills.
Watch Video


[3] The Advantages of Whole Life Insurance

A discussion of the financial advantages of permanent life insurance
Read More...


[4] LIFE INSURANCE FOR LIFE AND BEYOND

By: Ed Slott

Tax advantages of life insurance, an important article by a tax adviser.
Read More...


[10] By the Numbers

Please click to find the limits for IRA contributions and many other IRS codes for 2013 including pension and Social Security numbers.
Read More...

 
CLOSE THIS WINDOW