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Phone:
(803) 919-0771

Address:
234 Broad Street,
Sumter, SC 29150

Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.

Investing involves risk, including possible risk of principal. No investment strategy can ensure a profit or guarantee against losses. Life insurance and annuities are not suitable for everyone. They involve fees and charges, including possible surrender penalties. Life insurance requires medical and often financial underwriting to qualify. Annuity withdrawals are subject to ordinary income taxes and a 10% IRS penalty if taken before age 59-1/2. 

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By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.

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