Remember: Life Happens!
Expert & Experienced Retirement ServiceS
Remember: Life Happens!
Meet me, Mitch Rifkin
A 30-year veteran of the financial industry, I am an independent representative. This allows me to review all carriers/companies to best meet your needs & concerns.
Life Insurance: Ask for a free review of your current policies to determine if they are performing as originally intended and if all beneficiaries and information are current. Need a policy? I can help you determine your exact needs, the type (term or permanent), and amount.
Long-Term Care: Let's examine the costs to have a policy and the costs to not have a policy; a care contract that if you don't use can be refunded, cashed out, or paid out to a beneficiary tax free.
Fixed Indexed Annuities: What are they and how can they benefit you? Why should a portion of your portfolio be invested into these secured, non-risk contracts. Upside potential no downside risks.
Want to know more?