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Frequently Asked Questions

  • What are the pros and cons of annuities and what are the different types of annuities that are available?  (variable annuity, Immediate annuity, deferred annuity and indexed annuity)? Response1  Response 2
  • What is the difference between term life and whole life?  Response
  • What are the advantages between various types of retirement accounts or plans and what role do they play in my retirement investment strategy?
  • How does a Roth IRA compare to a traditional IRA or 401k and what are the contribution limits?  Response
  • Are mutual funds a good investment for me and what are the common mutual fund fees and expenses?
  • How do actively managed funds compare to index funds? Response
  • Where do I learn how to invest in stocks?
  • Where can I find a good investment or retirement calculator? Response
  • How are you different from other advisors and other firms?
  • I want to buy term life insurance. Do you provide this? 
  • Why should I invest with you?   
  • I plan to buy a home, but don't know how much I can afford. Do you have a good mortgage calculator?  Response     
  • Can I get life insurance if I have health issue such as diabetes?
  • Which companies offer guaranteed life insurance without a medical exam? 
  • Can I get life insurance quotes online that show a comparison between companies? Response

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