What the heck is a rollover? Should I or should I not?

Advisory services offered through CreativeOne Wealth, a Registered Investment Adviser. CreativeOne Wealth and Vista Pro Wealth Management are unaffiliated entities.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection or lifetime income refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company.
The information is not intended to be investment, legal or tax advice. The agent can provide information, but not advice related to social security benefits. The agent may be able to identify potential retirement income gaps and may introduce insurance products, such as an annuity, as a potential solution. For more information, contact the Social Security Administration office, or visit www.ssa.gov.

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Fixed indexed annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, tax deferred accumulation potential and the reassurance of a death benefit for beneficiaries.
Guarantees are backed by the financial strength and claims-paying ability of Allianz Life Insurance Company of North America.
Products are issued by Allianz Life Insurance Company of North America. C64237-MVA, R95581-MVA, ICC17C64237-MVA This content does not apply in the state of New York. Product and feature availability may vary by state and broker/dealer.

What the heck is a rollover? Should I or should I not?

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Rick Cabrera

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