Jean Ann Dorrell

Certified Estate Planner, Estate & Retirement Advisor, Owner & Founder of Senior Financial Security, Inc.

Call Us Today! (352) 307-8652

8564 CR 466, Suite 202 & 203 | The Villages, FL 32162

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Home / In The News / Articles

Articles

12.02.06 Bankrate com - Putting Your Pet In Your Will.pdf-page-00102/06/2012
Bankrate.com
Putting Your Pet In Your Will
 
 

12.02.04 The Wall Street Journal - The Pearls Are Mine!.pdf-page-00102/04/2012
The Wall Street Journal
The Pearls Are Mine!
 
 

12.02.00 Consumer Reports - Money Help For Elderly Relatives.pdf-page-00102/2012
Consumer Reports
Money Help For Elderly Relatives
 
 

12.01.20 Business Insider - 3 Things Unmarried Couples Should Do To Protect Their Finances.pdf-page-00101/20/2012
Business Insider
3 Things Unmarried Couples Should Do To Protect Their Finances
 
 

12.01.13 Fox Business - How to Gift with Strings or Gift from the Grave to the Problem Child.pdf-page-00101/13/2012
Fox Business
How to Gift with Strings or Gift from the Grave to the Problem Child
 
 

12.01.06 Fox Business - How to Maximize the Cash Value of a Permanent Life Insurance Policy.pdf-page-00101/06/2012
Fox Business
How to Maximize the Cash Value of a Permanent Life Insurance Policy
 
 

11.12.19 Insure.com - 5 Ways to Screw Up Your Life Insurance.pdf-page-00112/19/2011
Insure.com
5 Ways to Screw Up Your Life Insurance
 
 

11.11.22 FiftyPlusAdvocate com - 3 Common Money Missteps Grandparents Make.pdf-page-00111/22/2011
FiftyPlusAdvocate.com
3.common Money Missteps Grandparents Make
 
 

11.11.21 Bankrate com - Annuities a retirement income solution.pdf-page-00111/21/2011
Bankrate.com
Annuities a retirement income solution
 
 

11.11.08 Hitched - Protecting Your Assets and Heirs in a Blended Family.pdf-page-00111/08/2011
Hitched
Protecting Your Assets and Heirs in a Blended Family
 
 

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Contact Information

  • Senior Financial Security, Inc.
  • 8564 CR 466, Suite 202 & 203
  • The Villages, FL 32162
  • Phone: (352) 307-8652
  • Toll Free: (866) 829-3337
  • Fax: (352) 205-7388
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©2021 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.

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