Trying to find ways of keeping what you earned throughout the years while still maintaining your dollars’ purchasing power can be a challenging and frustrating search. There is a right way, and many wrong ways, to approach your retirement plan. If you are motivated, ready, and serious about learning how to avoid the wrong approaches, please click the “Learn More” button below.
Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. The projections discussed regarding the likelihood of various investment outcomes are hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. The information on this Web site and video are designed for educational purposes only. It is not intended to be a substitute for tax, legal or accounting advice. Insurance sales are considered an outside business activity and Mr. Massi and Palm Risk Management, LLC do not act in an investment advisory representative role when recommending these outside services.