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How to Choose an Annuity

How to Choose an Annuity

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...
Texas Life Insurance: 5 Considerations

Texas Life Insurance: 5 Considerations

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...
How Final Expense Planning Shields Your Loved Ones

How Final Expense Planning Shields Your Loved Ones

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...
COVID’s Impact on Life Insurance

COVID’s Impact on Life Insurance

by PTT Financial | Oct 10, 2022 | Articles for Consumers, Financial Planning, Life Insurance

COVID-19 has changed many aspects of life. It may also have changed life insurance, at least in some ways. More than two years into the pandemic, it appears that COVID has had an impact on life insurance demand, and it has also had some impact on underwriting....
Protecting Your Personal Finances During High Inflation

Protecting Your Personal Finances During High Inflation

by PTT Financial | Aug 18, 2022 | Articles for Consumers, Financial Planning

The signs of high inflation are everywhere. Whether you’re buying weekly essentials like food and gas or planning big-ticket purchases like a car or a vacation, you’re likely paying much more than you used to. Take steps now to protect your personal finances....
Life Insurance Options When Your Term Policy Expires

Life Insurance Options When Your Term Policy Expires

by PTT Financial | May 5, 2022 | Articles for Consumers, Financial Planning, Life Insurance

For many, life insurance may seem like a complicated investment vehicle. Although this may be true in some regards, life insurance has many different benefits. Between tax advantages and secure growth, you purchased a life insurance policy for a reason. Whether it was...
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PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
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Articles for Agents

  • How New CMS Marketing Rules Will Impact Agents for Fall AEP
    New CMS Marketing Rules
  • Your D-SNP Clients May Be at Risk of Losing Coverage
    Your D-SNP clients at risk of losing Medicaid eligibility
  • 10 Spring To-Dos for Medicare Agents
    10 Spring To-Dos for Medicare Agents

Articles for Individuals

  • How to Choose an Annuity
    how to choose an annuity
  • Texas Life Insurance: 5 Considerations
    Texas life insurance
  • Life Insurance Plans for Women: Key Considerations
    life insurance plans for women
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