This week, Victor begins the show discussing funeral representatives and how laws have changed how it works today. Then, Victor switches gears and walks through an annuity application: how was it put together and what should you be looking for?
If you’re interested in attending our October 21st or October 29th seminar all around wills and trusts at Rider University, text the word INVITE to 609-554-5936. Or you can call the office at 609-818-0068, and we can get you on the list.
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Make It Last with Victor Medina is hosted by Victor J. Medina, an estate planning and Certified Elder Law Attorney (CELA) and Certified Financial Planner professional (CFP). Through his law firm and independent registered investment advisory company, Victor provides 360º Wealth Protection Strategies for individuals in or nearing retirement.