Are you looking for a retirement option that is safe, yet flexible? We are committed to helping you make the right decision and have created a informative guide you can download with absolutely no obligations. LifeVest Advisors is based in Scottsdale, Arizona. We are an multi-generational firm with over 40 years of experience in the retirement and investment planning industry.
We utilize our experience to understand and respond to the specific needs of our clients. Our philosophy and process is to utilize a educational, team-based approach to help our clients with their financial planning to fulfill their goals and dreams. We pride ourselves on taking our fiduciary capacity seriously and always place our client's interests first.
We utilize our experience to understand and respond to the specific needs of our clients. Our philosophy and process is to utilize a educational, team-based approach to help our clients with their financial planning to fulfill their goals and dreams. We pride ourselves on taking our fiduciary capacity seriously and always place our client's interests first.
Services
In the most basic sense, this is when you give an insurance provider a certain amount of money (called a premium) and you receive payments over a set period of time. Your premium may be made up of a lump sum or periodic payments, depending on which option you choose. When searching for the right fit, it is important to take the time to compare the viable options.
This is a fixed (or sometimes variable) amount of money paid to a contract holder annually. It is regarded as a way to guarantee an income for the rest of your life. Many financial professionals regard these contracts as a way of mitigating risk. We only partner with insurers that have outstanding reputations to ensure our clients receive the best service and can enjoy peace of mind when approaching retirement.
Most people do not realize the impact that the actuarial profession has on all facets of our everyday lives. Actuaries' prominence in creating financial products and services, as well as the insurance and pension industries, is of course well known. However, actuaries also play an integral part in such fields as accounting, computer programming, economics, mathematics, statistics, and even criminal sentencing guidelines.
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