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Bank Notes

  • Cooperatives
  • The Mechanics of Policy
  • Becoming Your Own Banker

By L Carlos Lara

<span>Elite IRA Advisor Spotlight: <br/>Tom O'Connell</span>

Elite IRA Advisor Spotlight:
Tom O'Connell

Check this out! I'm a published author (again!) ICYMI

Thank you very much to the team at Ed Slott for featuring my article, "Is There a Perfect Retirement Strategy?" in their June issue of "IRA Advisor: Tax and Estate Planning for Your Retirement Savings."

In the article I break down the pros and cons of some popular retirement vehicles, and I outline why everyone should consider dividend paying whole life insurance. Please reach out to me or my team at International Financial if you have any questions about creating YOUR perfect Retirement Strategy.

Modern Retirement Planning is Dead

Modern Retirement Planning is Dead

The Truth About Retirement Planning and the Family Legacy

By Thomas J. O'Connell 


American Express Open Forum 

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