09/10/2026
Been a minute! I love my holiday weekends but a time away from business has me playing catch up this week!
Something I really love since getting into this business is that protecting people isn’t just about the life/cancer insurance part. For some of my clients, it’s also about protecting what they’ve spent 30 or 40 years working for.
If you’re getting closer to retirement, like me, and have money in an old 401(k), IRA, CD or other retirement account, there are options that can protect a portion of that money from market losses while still giving it an opportunity for growth without directly participating in market losses! I think that’s an important conversation to have.
You worked hard for that money. The closer you get to retirement, the more important it becomes to make sure you’re not taking more risk than you’re comfortable with.
An annuity isn’t the right answer for everyone, and I’ll be the first person to tell you if I don’t think it makes sense for your situation. But if you’ve ever wondered if there's a safer place for some of your retirement money reach out to me.
We can sit down, look at what you have, what you need that money to do, and figure out what actually makes sense for you.
That’s what I’m here for.
Nate Hall Insurance