Financial Resources

The skills, knowledge and resources to make you successful.

FINANCIAL RESOURCES

 

MGIRA

Multi-generational IRA. Pass your IRA funds down so that children and grandchildren receive continuing distributions.

Roth IRA Conversions w/ calculator

                Smart Money IRA to Roth IRA Conversion Calculator

 

RMD (Recommended Minimum Distributions)

               Required Minimum Distributions:  What You Should Know from Workforce50.com

 

Your Family Bank

               Your Family Bank website

 

Medicaid “Spend-down”

 

                Seniors’  Health Insurance Information Program (SHIIP) – North Carolina

                (I-CARE) Insurance Counseling Assistance and Referrals for Elders– South Carolina

Social Security

                 Estimate your retirement benefits here

 

 

Fixed Indexed Annuities

                 Buyer’s Guide to Fixed Deferred Indexed Annuities

     http://life.american-equity.com/main/products/Fixedindexed.asp

 

Long-term Care

                3 in 4 Association

Identity Theft Protection

                Legal Shield, J. Holly Stevens

 


FOR INSTRUCTIONS ON ACCESSING YOUR POLICY INFORMATION ONLINE, BY PHONE, OR BY MAIL, CLICK THE NAME OF YOUR COMPANY BELOW:

 

Allianz Life

American Equity Investments Life Insurance Company

Americo Financial Life & Annuity Insurance Company

Aviva Life & Annuity Company

Great American Financial Resources, Inc.

National Western Life Insurance Company

 


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