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IS AN ANNUITY RIGHT FOR YOU?

At the Gottlieb Group, we refer to fixed index annuities as a form of investment, based on the definition of an investment as something purchased today with the idea it will generate future wealth or growth. However, unlike other investments, fixed index annuities do NOT carry the connotation of possible loss.

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WHY YOU NEED FINAL EXPENSE INSURANCE ESPECIALLY IN NEW MEXICO

Did you know that in New Mexico and many other states your Will must be reviewed by the Probate Court? That means a six month or more delay in your family or heirs receiving the provision you made for them. In addition to this time delay, this process can cost...
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EIGHT REASONS TO PURCHASE FINAL EXPENSE INSURANCE

1. The reason you purchase Final Expense coverage is not for yourself. It is to take the “Financial Burden” of your death off your loved ones during a very stressful time. 2. The benefits go to your beneficiary “Income Tax Free.” 3. Your...
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Is Life Insurance Right For You?

 

Will you leave a mountain of debt behind for your family when you die?

Will your family go into debt to pay for your final expenses?

Will your business partner be left holding the financial bag? Or will your family inherit your business debt?

Are you the kind of person who waits until the last minute to plan for retirement?

If you said yes to any of these questions, you’re in the right place. Life insurance products solve all of these financial mistakes.

You can change the course of your family’s future with these life planning tools. For the cost of a daily latte, you can provide financial security when you’re gone. And isn’t that what everyone wants to do for their loved ones? The most selfish thing you can do is to die without insurance to pay for your final expenses, or to pass on your debt to others.

At The Gottlieb Group we can show you how to take charge, how to plan a tax-free retirement, and how to protect yourself and your family all the while growing your money—and with no risk. Amazing? Yes, but also true!

Remember, what you do today determines your family’s future.

Click on the button to the left and let’s talk.

Adrienne convinced me, a life insurance skeptic, to sign up by providing clear information about the benefits of life insurance. Working with Adrienne was easy and straightforward.

D. Gleason

Lawyer, Santa Fe, NM