What Will You do With Your Tax Refund?
It’s that time of year again where the television is filled with commercials on what you can spend your tax refund on. Granted, with many folks still in rebuild after the weather events of 2020/2021, new furniture or a vacation sounds lovely.
But is that really the wisest use of your hard-earned dollars?
Let’s look at a few ideas….
Tax Free Inheritance
We’re told in Proverbs (13:22) that a good man leaves an inheritance for his children’s children, but with today’s tax laws, is it possible to leave a legacy to your children or grandchildren that will not be shared with the government?
Yes, there is!
Basic Understanding of Annuities
We’ve done our best to help you Understand Life Insurance and explained the differences in Whole & Universal Life as well as Mortgage Protection and Term Life products. In this article we’ll explain the basics of Annuities.
An annuity is an investment product offered by an Insurance company that, in some cases, carries a death benefit option, and is designed to protect in the instance one outlives his or her pension, retirement benefits and/or savings.
Is an insurance agent with integrity and your best interest in mind. Call to speak directly to him.
Address: 509 7th Street
Lake Charles, LA 70601
Office Hours: M-F 9a - 5p (CST)