Life insurance Fixed annuities IRA rollover guidance
Scott St. ClairLife & Annuity Specialist
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Questions are welcome here.

Whether you know exactly what you need or are just starting to explore, connect with Scott for a straightforward first conversation.

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Before you connect

Choose the conversation that fits.

I need life insurance.

Think about who relies on your income, the obligations you want to cover, how long the need may last and any coverage already in place.

I am considering an IRA rollover.

Gather the plan statement, note any near-term need for the funds and be prepared to compare all available rollover and distribution options before choosing an annuity.

I already own a policy or annuity.

Have the most recent statement or in-force information available. Do not cancel, surrender or replace existing coverage until the costs, benefits and potential tax consequences are understood.