The Rise of AI-AI-Robo-Advisors

The Rise of Robo Investment Advisors

Introduction The financial sector has always been one of the most dynamic and evolving industries, constantly adapting to the changing needs of consumers and the broader economic environment. One of the most significant developments in recent years has been the rise of technology-driven financial services, particularly Robo Investment Advisors and automated investment services. These services …

Turned Down for Life Insurance

Turned Down for Life Insurance?

Being turned down for life insurance is disappointing for many reasons. For many people, all you want to do is protect your loved ones from financial hardship. You don’t want to think about your family having to deal with a huge loss and having to figure out how to pay for the funeral, medical bills, …

Paycheck Protection

Paycheck Protection?

Paycheck Protection for You, Your Family, and Your Financial Security! Paycheck Protection? Imagine for a moment, that you were injured or suffered a severe illness that prevents you from working for say a couple of years. Do you feel comfortable with the potential help the government will provide? Here are the facts from the Social …

The Trouble With 401(k)s

By Tom Monson I just received an email from a bank president that I thought you would like to know about. Her bold statement that “401(k)s are a scam” really caught my attention. The essence of the letter described why the 401(k) retirement programs are falling way short of what they are supposed to do, …

Looking at Retirement Risks

Before we begin This content is for general informational purposes only. It is not intended to provide fiduciary, tax, or legal advice and cannot be used to avoid tax penalties; nor is it intended to market, promote, or recommend any tax plan or arrangement. Allianz Life Insurance Company of North America, Allianz Life Insurance Company …

Protect Your Family’s Financial Future!

Group Health Insurance

Pay Less Get More (Benefits) by Tom Monson That’s the promise that everyone makes when they are trying to get you to sit down with then so they can try to sell you something.  SometimeS it can be true. But first let me ask you, if you have group health insurance, are you happy with …

Financial Freedom

Take Control of Your Financial Future

Would you like to understand how to take control of your financial life? Learn to avoid stress and bad feelings caused by living paycheck to paycheck. You are only minutes away from taking your first step to financial freedom. Take Control of Your Financial Future The Five Secrets To Gain Financial Security This is your …