In your appointment, we’ll discuss:
Alternatives to “riding the waves” of the stock market
Why “diversification” alone does not always reduce your risk
How to find your balance between safety and investment risk
What “increased bonuses” are and how they work
Pensions, annuities, and retirement accounts
Tax-deferred retirement options
Potential ways to increase income & death benefits
Some restrictions may apply, and these types of products may not be suitable for everyone. All aspects of products will be discussed at the appointment. By contacting Creations Financial and Insurance Services you may be provided information about insurance products.
Susan Beth Campbell CA Ins Lic #0H85655
Daniel James Campbell CA Ins Lic #4052434
Creations Financial and Insurance Services
CA Agency Ins Lic #0K54693
*Backed by the claims-paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.