Recently, I came across a tweet that made me want to shout “YES!” from the top of P&A world headquarters. On August 2, 2022, Carl Richards...
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Annuities Schmuities
The title of this post is a phrase I’d like add to the urban dictionary. The definition would be similar to “buyer beware” or “proceed with...
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Insurance & Annuity Reviews
At P&A, we like to stay in our own lane. You won’t find us preparing taxes or doing estate planning. We don’t offer loans or sell...
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What you need to know about annuities
Over the last year, we’ve had a noticeable uptick in questions about annuities. Most are coming from prospective or new clients who were sold...
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