“Tax Free Retirement”, “Roth Alternative”, and “Retirement Supplement”; these are all current buzzwords we hear quite often in our industry. What do they mean? Why consider cash value life insurance as a way to diversify retirement income in a tax-advantaged manner? How does it even work? Well, here’s how.
Mark and the PFNCO Staff have been great to work with. Mark has helped tremendously with getting started with fee based accounts and Direct Investments. The sharing of ideas and providing alternative solutions to help me and the client have been extremely valuable. I can be assured when submitting a case that the follow-up will be provided by the staff. That quality service is what I am looking for in a marketing organization and PFNCO provides it with AAA rating.