Right on the Money host Dennis Mattern continues his conversation with Barry Levie, president of Barry Levie Financial, www.barryleviefinancial.com, who works with clients to secure their retirement. Instead of leaving their assets in their employer 401(k) accounts, Levie advises many pre-retirees to move at least some of their assets into fixed index annuities to safeguard their principal. Having been hit hard by the 2008 financial crash, many of Levie’s clients come to him with one thing in mind: principal protection during retirement. Through careful planning, Levie helps position his clients so that they won’t outlive their income in retirement net.
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Licensed Insurance Professional. Respond and learn how financial products, including life insurance and annuities, can be used in various planning strategies for 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.
