Kelly Paton, Financial Consultant

Kelly Paton, Financial Consultant My name is Kelly Paton, and I am an annuity agent in the Boynton Beach, FL region. Contact me to set up an appointment.

Annuities are insurance on your money, just like auto and homeowner insurance. With annuities, you transfer the risk fro...
05/12/2019

Annuities are insurance on your money, just like auto and homeowner insurance. With annuities, you transfer the risk from yourself to the insurance company to protect your money! Some people call annuities, "sleep insurance." You can sleep well at night know you money is protected!

Purchasing a deferred annuity can be an effective strategy to protect against retirement “longevity risk”—the possibility of running out of savings over a lengthy life in retirement—a study by the Employee Benefit Research Institute has said. “The prospect of outliving retirement savings i...

More and more Baby Boomers are retiring, meaning there will be a lot of short term annuities with high accumulation pote...
05/11/2019

More and more Baby Boomers are retiring, meaning there will be a lot of short term annuities with high accumulation potential. I truly believe the era of selling long term annuities are over!

Higher fiduciary liability is one reason employers have been hesitant to offer annuities as a 401(k)-plan option, says WSJ Retirement and Wealth Management Expert David Blanchett.

Finally you don't have to link all of your money to the market!  Now you will be able to participate in some of the upsi...
05/07/2019

Finally you don't have to link all of your money to the market! Now you will be able to participate in some of the upside of the marketing while being protected from the downside with annuities in your 401k!

Your source for retirement finance tips happens every Sunday on 9&10 News at 11:30 a.m. Every week Retiring Well with Michael Reese focuses on another way to help you put together a successful retirement. In this week’s episode they’ll be sharing the truth about annuities, and the pros and cons ...

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Palm Beach, FL
33437

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+17722332132

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