Work with an Experienced advisor before you change your mind
Not All Advisors Are Created Equal Have you worked with an advisor in the past? Are you 100% satisfied with your financial situation? Have you ever found yourself saying, “I think everything is okay with my money”? If you aren’t sure about your answers, this article is for you. As an advisor, these questions raise […]
Reflect, Refine, and Reach: Importances of Navigating the Financial Horizon in the New Year
Navigating the Financial Horizon: A Warm Welcome to the New Year! by, Jeremy Reif, CRPS As we bid farewell to the old and usher in the new, the dawning of a fresh year brings with it a sense of renewed hope, opportunity, and the chance to make positive financial changes. From a financial advisor’s perspective, […]
AXA Equitable’s Accumulator “Buyout Offer”, should you accept their offer or not?
Decoding AXA Equitable’s Accumulator “Buyout Offer”: Making the Right Decision for Your Future Jeremy Reif, CRPS | December 28th, 2015 | AXA Equitable’s Accumulator “Buyout Offer: AXA Equitable Annuity, Variable Annuities, Guaranteed Minimum Income Benefit (GMIB), Guaranteed Minimum Death Benefit (GMDB), Earnings Enhancement Benefit (EEB) also known as Protection Plus, Annuity buyout, Accumulator, Accumulator Plus, […]