5 Reasons a Trust Makes More Sense Than a Will

5 Reasons a Trust Makes More Sense Than a Will

5 Reasons a Trust Makes More Sense Than a WillKevin OConnor
Published on: 01/05/2025

A will says, “When I die, here’s what I want.” A trust says, “While I’m alive or gone, here’s how I care for the people I love.” That’s the difference. And it’s a big one

Wealth & Retirement Planning
SPIAs: Turning Retirement Savings into a Lifetime Paycheck

SPIAs: Turning Retirement Savings into a Lifetime Paycheck

SPIAs: Turning Retirement Savings into a Lifetime PaycheckKevin OConnor
Published on: 18/03/2025

You’ve built your retirement nest egg. Now it’s time to turn it into a paycheck you can count on—month after month, year after year. That’s the SPIA advantage.

Wealth & Retirement Planning
Fixed Indexed Annuities: Growth Without Loss

Fixed Indexed Annuities: Growth Without Loss

Fixed Indexed Annuities: Growth Without LossKevin OConnor
Published on: 28/02/2025

Fixed Indexed Annuities offer the upside of growth with none of the fear. If you want to stop worrying about what the market does next, this might be the smartest tool you’ve never considered—until now.

Wealth & Retirement Planning
IUL: The Swiss Army Knife of Wealth Planning

IUL: The Swiss Army Knife of Wealth Planning

IUL: The Swiss Army Knife of Wealth PlanningKevin OConnor
Published on: 13/02/2025

An IUL isn’t just insurance—it’s a blueprint for lifelong financial strength. Protect your family, grow your wealth, and retire with confidence—all from one powerful tool.

Wealth & Retirement Planning