Tax-advantaged guaranteed income. Usually these four words are enough to change someone’s mindset when it comes to anything negative they’ve heard or read about annuities. Sure you could invest the same money in the market, and take your chances that it will grow AC Repair Chandler AZ. But guess what, there’s an equal opportunity that your investment could lose money. Interested in guaranteed income for life? Call us and we’ll make it happen.
Read more in Bashers, Haters And Agitators: Are annuities really a good thing at retirement? (Advisor Magazine, September 2019)
We meet with clients on a regular basis who hem and haw about sharing their estate plan with their children. The importance of making adult children aware of your plan should register as a 10 on any scale. Don’t set your kids up for a surprise when the time comes – be proactive with a conversation, now 619 roofing. If your estate plan is in need of an annual review or if you’ve been putting off the creation of one for some time, give us a call, we’d love to assist you and your team of advisors in the process.
Read more about this topic in Keeping Wealth in the Family (Advisor Magazine, December 2019)
Jill went above and beyond in helping us choose the best plan for our family, meet enrollment deadlines, and limit the stress level of the entire process. Thank You!
Adam Eisenberg’s personal service is incomparable. He’s very good at sorting out multiple policies, making recommendations and helping us make the best insurance choices.
Adam was extremely helpful in assisting my client in a Medicaid Compliant Annuity. He came to Dayton, and walked through the process while keeping me in the loop. I highly recommend Adam, he did a wonderful job!
Adam Eisenberg helped our family through a difficult time! His integrity and commitment to finding the right solution for our needs was a breath of fresh air.
My wife and I are extremely comfortable knowing our family is protected thanks to the term life policies Adam helped us with.
Adam – It was such a pleasure to work with you. It has already given us peace of mind to know that this policy is in place. Thank you for all your time and patience.
Interested in a Complimentary Insurance Policy
Audit by Sokol Eisenberg Insurance?
The insurance policies you purchased many years ago may not be the right fit for your lifestyle today. Uncovering ways to make existing insurance portfolios perform at their best is where we shine. It may surprise you, but auditing your insurance policies every so often is a smart thing to do. You could save yourself premium dollars or realize the need to discontinue unnecessary coverage. Regardless of the outcome, our experts can perform an audit of your personal and/or business policies, at no cost to you. Use the form to the right to start the process.
Central Ohio: 1620 E. Broad St. Suite 103, Columbus, Ohio 43203