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Why Annuities are a Smart Retirement Investment Tool

Why Annuities are a Smart Retirement Investment Tool

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,...
Final Expense Insurance Sales

Final Expense Insurance Sales

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...
How to Choose a Texas Financial Planning Partner

How to Choose a Texas Financial Planning Partner

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...
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...
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Harlingen, TX 78550
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Articles for Agents

  • How to Grow Your Agency Beyond a Solo Operation
    grow your agency
  • Preparing for 2026 AHIP Training and Certification
    Preparing for 2025 AHIP Training and Certification
  • How to Sell Texas Medicare Insurance
    Sell Texas Medicare Insurance

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  • Texas Medicare Sales Agent Career Opportunities
    Texas Medicare Sales Agent Career Opportunities
  • How to Choose a Texas Financial Planning Partner
    How to Choose a Texas Financial Planning Partner
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    how to choose an annuity
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