Retiring Effectively, January 1, 2022: Life Settlements

Do you know which you can promote your life insurance coverage coverage? Discover our how life settlements work. Different matters on this present embody:
529 Plans,
Well being Financial savings Accounts (HSAs),
Steve vs. Invoice.

The matters are being introduced by Larry Flynn, Jon Torbet, Artwork Canfield, Mike Reese, Nick Greenman and Jack Klunder, Monetary Advisors at Centennial Wealth Advisory. Centennial Wealth Advisory, LLC is a monetary advisory agency, specializing in retirement planning and implementing a holistic method that features funding administration, earnings planning, tax planning, property planning and medical insurance/Medicare planning. Centennial Wealth Advisory serves all of Northern Michigan and has places of work in Traverse Metropolis, Cadillac, Gaylord and Petoskey. For extra data, please go to

Advisory Companies are provided by Centennial Wealth Advisory LLC. Insurance coverage services are provided and bought by CWA Monetary LLC. Securities provided by Madison Avenue Securities, Member FINRA/SIPC. Centennial Wealth Advisory LLC, CWA Monetary LLC and Madison Avenue Securities are unaffiliated entities.

By contacting us, it’s possible you’ll be provided funding companies and insurance coverage merchandise obtainable for buy. Previous efficiency will not be indicative of future outcomes. Investments aren’t assured and might lose cash. Securities aren’t FDIC insured or assured and will lose worth. This presentation is for academic functions solely and isn’t a proposal to purchase or promote an funding. Neither Centennial Wealth Advisory LLC, CWA Monetary LLC nor Madison Avenue Securities are tax or authorized advisors and this data shouldn’t be thought-about tax or authorized recommendation. Counsult with a tax and/or authorized advisor for such points.

Please keep in mind that securities can’t be bought, bought or traded by way of e-mail or voice message system. Likewise, insurance coverage protection can’t be sure, altered, or cancelled by way of e-mail or voice message system. The content material of this present has been offered for informational functions solely and isn’t meant to supply any particular tax, authorized or funding recommendation or present the premise for any monetary choices. You’ll want to communicate with certified professionals earlier than making any choices about your private state of affairs. You shouldn’t deal with any opinion expressed on this system as a selected inducement to make a selected funding or comply with a selected technique, however solely as an expression of his opinion. Opinions are based mostly upon data thought-about dependable, however can’t be warranted as to its completeness or accuracy, and shouldn’t be relied upon as such. Statements and opinions are topic to alter with out discover.

Previous efficiency will not be indicative of future outcomes. We can not assure any particular consequence or revenue. You need to be conscious of the true danger of loss in following any technique or funding mentioned on this present. Methods or investments mentioned could fluctuate in value or worth. Buyers could get again lower than invested. Investments or methods talked about on this present might not be appropriate for you. This materials doesn’t bear in mind your specific funding aims, monetary state of affairs or wants and isn’t meant as suggestions applicable for you. You should make an impartial choice relating to investments or methods talked about on this present. It is best to take into account whether or not the knowledge introduced on this present is appropriate to your specific circumstances and strongly take into account in search of recommendation from your personal monetary or funding adviser. Ensures offered by annuities and different insurance coverage merchandise are topic to the monetary power of the issuing firm; they aren’t assured by any financial institution or the FDIC. Life insurance coverage is topic to medical underwriting. Annuities are long-term merchandise designed for retirement earnings. They include some limitations, together with potential withdrawal fees and a market worth adjustment that would have an effect on contract values. The Inside Income Code already gives tax deferral to IRAs, so there isn’t any further tax profit obtained by funding an IRA with and annuity; take into account the opposite advantages offered by an annuity, resembling lifetime earnings and a dying profit. By contacting us it’s possible you’ll be provided investments and insurance coverage merchandise obtainable for buy.

Centennial Wealth Advisory will not be licensed to promote insurance coverage, however has people on workers which are. Insurance coverage services are provided and bought by CWA Monetary LLC, a licensed company in all applicable jurisdictions.


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