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Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.
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©2018 Jean Ann Dorrell. All rights reserved. Material discussed is meant for general illustration and/or informational purposes only and it is not to be construed as tax, legal, or investment advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary, therefore, the information should be relied upon when coordinated with individual professional advice. Primary Life Insurance and Annuity products offered in association with Allianz Life, American Equity, ING, Old Mutual, and SunLife Financial. Please call toll free 1-866-829-3337 to arrange a convenient, no fee discussion of your estate planning objectives. Senior Financial Security, Inc. does not give legal, tax or accounting advice. We recommend you consult your own attorney, tax advisor or accountant concerning the interpretation and revision of tax laws and regulations.
Attend our next seminar “Will the Election Rattle Your Retirement?” on Tuesday, March 9th at 2PM EST. Click Here To Register Now:
This is a MUST ATTEND seminar for Retirees and Near-Retirees who have previously planned to live on their IRAs and Retirement accounts and for anyone who owns a Revocable Living Trust or is thinking of purchasing one.