by PTT Financial | Apr 24, 2024 | Financial Planning
You have worked hard to save for your retirement years but there are so many factors you can’t control, such as the rising cost of living, the fluctuating stock market, and low interest rates. If you are concerned about running out of money in your retirement years,...
by PTT Financial | Jan 15, 2024 | Articles for Agents, Financial Planning
As a Medicare agent working to build your book of business, you already know how cross-selling ancillary products can help you leverage your already existing client base and build year-round revenue opportunities. It also benefits your clients by helping to identify...
by PTT Financial | Jun 12, 2023 | Articles for Consumers, Financial Planning
When it comes to reaching their financial goals and planning for retirement, many people try to manage their finances themselves and hope for the best. You may have considered consulting with a financial planner but aren’t sure exactly what one does or how to go about...
by PTT Financial | May 22, 2023 | Articles for Consumers, Financial Planning
You work hard and do your best to save for retirement. However, there are many factors you can’t control – like the ups and downs of the stock market, interest rates, and inflation. This uncertainty is one reason why annuities have become a popular option for...
by PTT Financial | Feb 6, 2023 | Articles for Consumers, Financial Planning, Life Insurance
Life insurance is a key part of financial planning, and there are different types of policies to choose from. If you live in Texas, an insurance agent who is licensed in the state can help you review your Texas life insurance options and determine which policies work...
by PTT Financial | Dec 12, 2022 | Articles for Consumers, Financial Planning
Most people want to leave behind a legacy and fond memories – not a financial and logistical mess. However, without proper planning, things don’t always go smoothly. Final expense planning can shield your loved ones from costs and disputes that can occur when someone...
