Monthly Archives: April 2020

Ed Slott’s Words of Wisdom | Life Insurance is the New Stretch IRA

C.A.L.L. I love acronyms and I have a slew of them in my head to help my thinking process at certain times.  I recently sat in on a webinar with guest speaker Ed Slott.  Ed discussed a few items and … Continue reading

Special Market Update

Special Market Update This is a special marketplace edition of our newsletter.  Make no mistake there is disruption and delay in our world due to what is going on.  It is however the lower interest rates causing rapid product changes, … Continue reading