Luthi Financial and Insurance Service

No two retirees are the same, so why should their plans be? With fixed-term annuities, you can tailor your retirement plan to suit your needs. Give me a call and let's discuss why fixed-term annuities are right for you! For more info, click the link in my bio and let’s talk

Merry Christmas from us to you! We hope it's been a Merry Good Year!

With the economy on a rollercoaster lately, is this the right time to make your retirement income plan? With the Fed lowering its key interest rate, should you wait until the rates are raised? For more info, click the link in my bio and let’s talk.

The insurance company makes all the money and I don’t. I don’t have access to my money. There are too many hidden fees. Are these some of the questions and doubts you have about bringing annuities into your portfolio? This article answers those questions, and if there are more you have, give me a call or shoot me an email and let’s meet!

Did you know if you’re not happy with an annuity you currently have, you don’t have to stay put? You can make a tax-free 1035 annuity exchange and trade in an entire annuity, or part of it, for a better annuity at a different insurance company. If that sounds like you, let’s get together to make a change in your portfolio!