In your appointment, we’ll discuss:
Alternatives to “riding the waves” of the stock market
Why “diversification” alone does not always reduce your risk
How to find your balance between safety and investment risk
What “increased bonuses” are and how they work
Pensions, annuities, and retirement accounts
Tax-deferred retirement options
Potential ways to increase income & death benefits
Some restrictions may apply, and these types of products may not be suitable for everyone. All aspects of products will be discussed at the appointment. By contacting Sue Gordon Retirement Strategies, you may be provided information about insurance products.