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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...
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....
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PTT Financial

410 E. Harrison Ave.
Harlingen, TX 78550
844-277-5028

Articles for Agents

  • Mileage Tracking and Tax Tips for Independent Agents
    Mileage Tracking and Tax Tips for Independent Agents
  • 10 of the Most Common Questions Asked During AEP
    Ten of the Most Common Questions Asked During AEP
  • Managing Your Clients’ Prescription Needs
    managing your clients prescription needs

Articles for Individuals

  • How to Choose a Texas Financial Planning Partner
    How to Choose a Texas Financial Planning Partner
  • How to Choose an Annuity
    how to choose an annuity
  • Texas Life Insurance: 5 Considerations
    Texas life insurance
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