Whether you are just looking into retirement options, or have questions about your current plans, we can help. Reach out to register for an upcoming webinar, or to find out more about options for retirement that may be new to you.
Call or email us today. Let’s work together to achieve a safe, simple, and reasonable rate of return** retirement plan.
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
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 Jim Hallisey/Simply Smart Solutions, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.