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) Subscribe:...

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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 SEC’s Adviser Info Page.

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

Ed Slott Advisor recognition requires an advisor to be well versed on the rules and regulations regarding IRAs. The advisor must attend two live training sessions and pass two written exams annually to remain in the program. Jim Saulnier & Associates, LLC (“RIA Firm”) is a registered investment adviser located in Fort Collins, CO. Jim Saulnier & Associates, LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Current registered states: CA, CO, PA, TX, WA, IL Insurance products and services are offered and sold through James H. Saulnier, a Colorado licensed insurance producer, only in those states in which he is reciprocally licensed or qualifies for an exemption or exclusion from licensing requirements. Current reciprocal insurance licensing in these states: AZ, CA, CA, CN, FL, HI, IA, MA, MD, NY, PA, SC, TN, TX, VA, WA, WI, WY Click here for a more detailed disclosure.