Could Your Spouse Receive a Fixed Index Annuity Death Benefit? If you have an annuity (or, are thinking about getting one) you may be wondering about your annuity death benefit. Essentially, many people want to know what happens to their money when they die. The answer to this depends upon several factors, which we will […]
Annuity Death Benefit Read More »
It’s true. Only you can decide for yourself what is the best way to grow and save money. But, how do you know which method to choose? Furthermore, once you put your money somewhere, how long should it stay there? Also, does your age and stage of life matter when it comes to where you
What is The Best Way To Grow & Save Money? Read More »
(And how they may impact your retirement) Several changes occurred in the tax laws for 2020 that may impact your retirement. To help keep you informed, we’ve put together a list of some of them here. Of course, you should always consult a qualified tax professional regarding any tax laws or questions. Please note, Don
Tax Laws for the 2020 Tax Year Read More »
Donald L Retallick III
FL Insurance License # P109239
Retallick Financial Group
Florida Lic. #L096591
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.