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TWP Financial

Home
About Us
Medicare & Health
Overview
Individual & Family Health
Medicare
Group Health Insurance
Dental & Vision
Financial Planning
Overview
Annuities
Life Insurance
Long Term Care
Low Risk & Low Volatility Investing
Social Security Planning
News
Schedule
Tim Peterson
March 16, 2023

Tim Peterson
March 16, 2023
Older PostNews You Can Use
  • A new report says the Social Security Trust Fund’s ability to pay in full may run out earlier than forecast, making… https://t.co/lH03SB6hVl
    Apr 6, 2023, 1:00 PM
  • For retirees, there used to be this iron-clad rule that you had to begin withdrawals at age 72.… https://t.co/JcgM72fzLC
    Apr 5, 2023, 1:00 PM
  • Everyone is suddenly talking about raising the retirement age, but is the discussion already moot? And what impact… https://t.co/Waz0hWBP2S
    Apr 4, 2023, 1:00 PM
  • A common saying, we have heard is that “Money is the root of all evil.” Surprisingly, that is not the original quot… https://t.co/56i1K3xMfp
    Apr 3, 2023, 1:00 PM
  • From a red-hot January as China cast off COVID curbs to February’s flop when interest rates surged and now a manic… https://t.co/zlRjFevkOM
    Apr 2, 2023, 7:00 AM
  • To meet increasing spending needs, households can generally do two things - cut spending or raise income. Here's ho… https://t.co/FWnVLqd0d3
    Apr 1, 2023, 1:00 PM
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Fiduciary duty extends solely to investment advice and does not extend to other activities such as insurance product sales, including annuities, life insurance, and long-term care insurance or broker dealer services. Advisory clients are charged a monthly fee for assets under management while insurance products pay a commission, which may result in a conflict of interest regarding compensation. The investment adviser representative (“IAR”) is also a licensed insurance agent. In this capacity, the IAR may offer fixed life insurance products and receive normal and customary commissions. The client is under no obligation to purchase products through the IAR on a commissionable basis. In addition, the IAR may receive other compensation such as fixed or variable life trails. The potential for receipt of commissions and other compensation when the IAR acts as an insurance agent may give the IAR an incentive to recommend insurance products based on the compensation received.