The insured annuity or “back-to-back” strategy is a popular concept to provide retirement income or to enhance the rate of return on the fixed-income portion of a portfolio. The basic strategy involves the purchase of an annuity to provide a lifetime stream of income, and a life insurance policy to replace the capital used to […]
Many times, a recommendation is made for life insurance to be owned within a corporate structure. If the company names itself as the beneficiary under the contract, the premium payments generally do not give rise to any taxable benefit to the shareholder(s). The primary advantage of corporate ownership is that it usually takes less pre-tax […]
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At M.A. Schneider Insurance, we believe the saver deserves to be celebrated.
After all, it’s the saver that is conscientious every day to gradually create wealth for all.
That habit not only creates security for them but for their families and for the community as a whole.
We think they sometimes lose sight of how important they are.
This blog is here to help them. To help inspire them to stay the course and ultimately lead the great lives that they deserve.
1. Insight we gather about what’s going on that may affect the long-term quality of your life…
While there is a lot on the Internet, we know that making the best decisions for your life is often based on knowing just what your options are.
2. We hope that understanding what’s going on will help with perspective on what you can do.
3. New innovation and resources you can seek out.
This blog will offer an insight into the future because whether we like it or not, we’re going there. We’ll do the research to find the innovations that you should know about.
