Which one of these retirement threats keeps you up at night?
Pamela Yellen - Bank On Yourself
September 22 at 9:23 PM ·
The retirement security of Americans is in jeopardy. These are the five biggest threats those who are in or near retirement face today... and how to avoid them: https://bit.ly/32UHxwx #money #retirement
‼️EXCITING NEWS‼️
We are thrilled to share with you something that has been close to our hearts over the past year. It is something we believe EVERY household should have in place - including YOURS! Watch Joe's video to learn more:
VIMEO.COM
Organize and Plan Your Estate With The Legacy Builder
Whole life insurance is more than just an insurance policy. Check out all the benefits of these efficient financial tools: https://aol.it/2L6Xsh0
AOL.COM
9 Reasons You Should Take Another Look at Whole Life Insurance
If you think you'll spend less money in retirement, you're probably wrong. Here's why: https://bit.ly/3agmoPm
If you were to pass away tomorrow, would your spouse know all of the assets you have, where to find them and who to contact? If you answered "no", we have a solution for you! Listen to learn how YOU can get a copy of our estate organizer and planner today! https://bit.ly/3kBsxu7
NYAFINANCIALPODCAST.COM
Episode 149: Become A Legacy Builder with Joe Overfield
Capture your Risk Number. Follow the link to see if your portfolio aligns w/ your investment goals & expectations: https://bit.ly/3iuUuC5
#Vote
However you're celebrating this year, we wish you and yours a wonderful Thanksgiving!
Joe's interview with Alliance For Lifetime Income still holds true to this day! Here's why you should STOP chasing rate-of-return, and START focusing on creating guaranteed income streams in retirement: https://bit.ly/2XT3d9w
PROTECTEDINCOME.ORG
Advisor Learns Real Value of Protected Lifetime Income
As you begin preparing to file your 2020 income taxes, here are some 2020 tax changes you should know: https://bit.ly/3nIaO4J
BLOG.TAXACT.COM
Top 7 Tax Changes That Happened in 2020 | TaxAct Blog
If you were to pass away tomorrow, would your spouse know all of the assets you have, where to find them and who to contact in order to get them? Check out Joe Overfield's interview on the "Not Your Average Financial Podcast" as he discusses a solution to help you do just that. https://bit.ly/2XEiBpv
The pandemic has caused many Americans to purchase additional life insurance. But not all life insurance is created equal. Here are 7 Reasons to Be Wary of Indexed Universal Life Insurance: https://bit.ly/2N0Zjc1
BANKONYOURSELF.COM
Indexed Universal Life Insurance: Be Wary? - Bank on Yourself
February is American Heart Month! High blood pressure control is a journey. There are small steps you can take every day to control high blood pressure and protect your heart. Here are 5 ways to get started. https://bit.ly/2RH6BS2 #HeartMonth
CDC.GOV
Manage High Blood Pressure | cdc.gov
