Ready to live more in retirement?
1055 E. Colorado Blvd. 5th Floor, Pasadena, CA 91106
250 West First Street, Suite 204, Claremont, CA 91711
Ph. (818) 266-8499
Fx. (818) 441-5008
Em. joe@standardandfirst.com
Standard & First offers insurance products and services. Licensed Insurance Professional.
We are an independent retirement firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives. This material has been prepared for informational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. We are not affiliated with any government agency.
Investing involves risk, including possible loss of principal. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. We are not affiliated with any government agency.
The information contained herein is based on our understanding of current tax law. The tax and legislative information may be subject to change and different interpretations. We recommend that you seek professional legal advice for applicability to your personal situation.
By providing your information, downloading booklets, or attending events, you give consent to be contacted about a discussion of life insurance and annuities. Respond and learn how insurance products can be used in various stages of retirement income planning. This material is for informational purposes only and is not intended to be financial, legal or tax advice.
* Guaranteed lifetime income available through annuitization or the purchase of an optional lifetime income rider, a benefit for which an annual premium is charged. Annuities are long-term, tax-deferred vehicles designed for retirement and contain some limitations.
CA License #0626863