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Tax-Free Retirement – How to Use an IUL as a Tax-Free Retirement Savings Strategy

SARASOTA-BRADENTON, Fla. — We’ve all heard, “stock market, stock market, stock market” when it comes to retirement savings.  The good news is there are great alternatives with much lower risk and one such alternative is Indexed Universal Life Insurance (IUL). Continue reading and see an overview of how to use an IUL as tax-free retirement […]

Top 10 Things Seniors Should Know About Medicare Enrollment

SARASOTA-BRADENTON, Fla — The professionals at Health Life Retirement in Sarasota-Bradenton want you to be prepared to navigate the intricacies of Medicare. The top 10 things seniors should know will help you eliminate confusion and be prepared for any Medicare enrollment deadlines. Open enrollment runs from October 15 to Dec 7, 2016. This date range is […]

Quick Links for Common Social Security Questions

SARASOTA-BRADENTON, Fla — The following list of links for common Social Security questions will be of help to many Seniors and other Social Security recipients. There is plenty of free help available to answer your questions if you know where to look. Quick Links for Common Social Security Questions Create a Social Security Account: https://www.ssa.govlmvaccount/ […]

Can an annuity act as your pension plan?

Retirement planning has changed a lot over the last few decades. And perhaps one of the most dramatic changes is the slow and steady death of employer-provided pensions. According to Bureau of Labor Statistics data, only 10% of private employers offered defined benefit retirement plans in 2011 to cover just 18% of America’s private-sector workers. […]