Executive Vice President
CurrentRescue. That is what this company was able to do for me personally and for my family. First, they rescued my current retirement out of the market, gave me a great return, a ratchet system to help me "catch up" from previous losses and life events. Second, they set us up on one of the most powerful automatic savings plans that will insure TAX FREE INCOME and that I will never outlive it. I didn't realize private pensions were still available. Third, they gave us an alternative that we had been looking for when it comes to a 529 plan. What IF, one of them didn't want to go to college, but instead wanted to start a business or buy a house or whatever! FREEDOM! Fourth, is education. I've learned so much about the basics and I will have the opportunity to continue learning about the one thing that affects us each day - Money. Fifth, but not least, is Living Benefits. It was a no brain er. I've never been worried about the small stuff that would cause a visit to the doctor... it is the Big stuff that would kill us financially. No more death insurance for us - only insurance that could actually keep us alive and for sure financially sound during the tough times.