According to LIMRA, annuity sales are on the rise yet again this year, after also breaking records last year. Investors building their retirement strategy looking to mitigate some risk have chosen to lock-in annuities–How smart is this choice? Well, there’s definitely a reason they’ve been selling recently. Reach out to us to learn more about […]
We’ve previously discussed different types of scams you should be looking out for. This week, we wanted to bring yet another one to your attention. You might get an email claiming to be from someone with the Social Security Administration, a message along the lines of “Due to suspicious illegal activity detected during our investigation,
An Email Scam Going Around Read More »
Did you know that the older you are, the more susceptible you are to telephone or internet fraud? One of the most common tricks scammers use is impersonating a child or grandchild, asking you for financial assistance. According to the FBI, Americans lost over $10 billion to scams last year. While people in their 30s
An Important Warning Read More »
The average age at which one buys an annuity is their early 60s, with the majority of annuities purchased by individuals between ages 55–70. According to Oxford Economics, the U.S. population aged 65 and up is expected to grow by more than 8.3 million from 2022 to 2027, and so the number of individuals buying
When to Buy an Annuity? Read More »
Whether you’re looking for protection for your family, have questions about retirement, or simply want to learn more about financial and insurance options, we’re here to help. We are straight-forward, honest, and dedicated to your retirement and financial success. Let’s work together towards your future.
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This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Dan Orfin/Orfin & Associates MI Ins Lic# 3227428 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
