by SDP Team | Jan 21, 2021 | Annuities
Annuity: What is an Annuity Annuities Annuities are insurance contracts that provide a fixed income stream for a person’s lifetime or a specified period of time. An annuity can be purchased with a lump sum or a series of payments and begin paying out almost...
by SDP Team | Dec 18, 2020 | Financial Planning
Annual Financial To-Do ListThings you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving, or budgeting methods you could...
by SDP Team | Feb 20, 2020 | Financial Planning
It’s a common assumption that wealthy individuals already have financial advisors assisting them, making them difficult to engage as prospects. But this isn’t always the case; some have quietly accumulated wealth over their lifetimes without the help of others –...
by SDP Team | Feb 11, 2020 | life insurance
Whole life insurance is one type of permanent life insurance that can provide lifelong coverage. It provides a variety of guarantees, which can be appealing to someone who doesn’t want any guesswork after buying life insurance. Whole life insurance combines an...
by SDP Team | Feb 11, 2020 | Business
Modern retirement is no longer a career-ending event, but instead, often a professional reinvention. “For many people, retirement is a time to take on an encore career or start a new business,” says Jamie Hopkins, director of retirement research at Carson Group. Just...
