Memorial Day Weekend

May 27, 2017

We’re taking the weekend off for Memorial Day so there’s no new show this week. We’ll be back on June 3.

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Single Premium Immediate Annuities (part 2)

May 20, 2017

As a continuation of their earlier discussion of Single Premium Immediate Annuities, Jim and Chris discuss taxation of annuities with Justin Fundalinski. Jim and Chris also discuss riders to annuities, mortality credits and other key terms to consider when purchasing an annuity....

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Single Premium Immediate Annuities (part 1)

May 13, 2017

Jim and Chris received a number of questions regarding Single Premium Immediate Annuities (SPIAs), but what exactly is a SPIA, who can best make use of them, and when should you purchase one? Podcast: Play in new window | Download (Duration: 1:43:03 — 47.2MB)...

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Recap of the Retirement Income Summit

May 6, 2017

Recently, Jim attended the Retirement Income Summit in Chicago. He and Chris dicsuss some of the more interesteing and useful tidbits he learned at the summit.  Jim and Chris also debut a new segment of the show called “Advisors Who Have Gotten In Trouble With Regulatory Authorities”. It’s a little unwieldly for a segement title (they’ll come up with a better one soon),...

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Check out the background of firms and investment professionals on FINRA’s BrokerCheck.

Jim Saulnier and Associates | 970-530-0556 | 506 East Mulberry Street, Fort Collins, Colorado 80524

Jim Saulnier, Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC to residents of: CO, IA, IN, MA, NY, TN, TX, WI and WY. No offers may be made to or accepted from any resident outside the specific states mentioned. Jim Saulnier, Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Financial Planning services offered through Jim Saulnier and Associates, LLC., a Registered Investment Advisor. Cambridge and Jim Saulnier & Associates, LLC are not affiliated.