by Ryan O'Shea | Apr 1, 2025 | Estate Planning
A lifetime income annuity stands out as a powerful financial tool that many investors overlook. This strategy deserves serious consideration in today’s volatile market environment. The distinctive value of a lifetime income annuity lies in its predictability. It...
by Ryan O'Shea | Mar 1, 2025 | Estate Planning
Understanding the benefits of whole life insurance can transform your financial future. At Garda Insurance, we’ve developed what we call the “Quadruple Play” strategy for maximizing the benefits of whole life insurance. This comprehensive approach maximizes...
by Ryan O'Shea | Jan 31, 2025 | Estate Planning
I’ve been a partner at Garda Insurance for twenty years, helping clients with legacy planning, among other things. During this time, I’ve sat with countless families in their darkest moments. In just the past month and a half, I’ve witnessed three...
by Dale Clarke | Oct 3, 2024 | Estate Planning
When it comes to securing your family’s future, there is one crucial step you can’t afford to overlook: estate planning. Without the proper estate planning documents, your loved ones could face a difficult ordeal. They may experience stress, incur...
