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At Texas Trusted Advisors, we don’t spread ourselves thin. We go deep for our clients in a few select areas designed to reduce risk and offer clients protection when it comes to their retirement income, healthcare, and legacy decisions.
Understand the various policy types, including some that provide “living benefits” to the policyholder.
Understand your healthcare options, including Short-Term Healthcare Policies.
Understand your options for a tax-free or tax-reduced retirement, including ROTH IRAs, Permanent Life Insurance, Annuities, and Indexed Universal Life Insurance (IULs).
Interested in learning more about how we may be able to help you? Contact us to schedule a complimentary, no-obligation appointment.
Randy Still TX License# 779061, Rachel Still TX License# 2014890
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with Medicare, the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We do not provide tax, legal or estate planning advice or services.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, Medicare or the Social Security Administration or any other government agency.
Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Annuity withdrawals are subject to ordinary income taxes, and a potential 10% IRS penalty before age 59-1/2. Product and feature availability may vary by state.
Insurance and annuity products involve fees and charges, including possible surrender penalties. Indexed insurance products are not an investment in the market or the index. ARE-15557 | 12/28 - 17694547