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This week’s article reminds us “given that an employee may have worked for several employers, who may have merged, sold their plans, or gone bankrupt, it is very difficult for the average person to know where to get help in finding out whether or not he or she is receiving all of his or her pension benefits.” If this strikes home for you, we want to let you know of a program that assists older Americans in accessing information about their retirement benefits and helps them to negotiate with former employers or pension plans for due compensation. Click on this week’s link and take a look. If you need any help, call us. We’re always here for you.

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Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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This commentary was created by a third-party for the Agent’s use. NTM 08-27.