We’ve been having many conversations about the potential impact of the pending legislation, known as H.R.1, which proposes the elimination of the FERS annuity supplement, a move that could drastically alter the retirement landscape for federal workers. The potential impact on federal retirement benefits has sparked widespread debate and anxiety among those affected. If you […]
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The cost of long-term care is significant and is something that most retirees will face. There are a few ways those costs can be covered, and you may not be aware of them. The obvious ones include self-funding or purchasing long-term care insurance. But did you know that some Fixed Annuity products that provide you
MN Insurance License #40154183
WI Insurance License #13566251
IA Insurance License #13566251
MN Insurance License #40385178
WI Insurance License #3001059504
IA Insurance License #1002231384
1249 Whitewater Avenue
Saint Charles, MN 55972
1530 Greenview Drive SW #114
Rochester, MN 55902
306 Main Street #7
La Crescent, MN 55947
1176 Frontage Road East #1
Owatonna, MN 55060
1817 State Highway 9, Suite 4
Decorah, IA 52101
*Our fixed products are backed by the claims paying ability of the carrier. **Our fixed products offer a reasonable rate of return, over time.
Justin Mundt is an Investment Advisory Representative of Realta Investment Advisors, Inc. Investment Advisory Services are offered through Realta Investment Advisors, Inc., a US SEC Registered Investment Advisor, 1201 N. Orange St., Suite 729, Wilmington, DE 19801. Realta Wealth is the trade name for the Realta Wealth Companies. The Realta Wealth Companies are Realta Equities, Inc., Realta Investment Advisors, Inc., and Realta Insurance Services, which consist of several affiliated insurance agencies. Advisory services offered by registered individuals through Transce3nd, LLC, a SEC registered investment advisor. Transce3nd, LLC and Mundt & Associates are not affiliated entities.
Compensation received by licensed insurance agents for the sale of fixed annuities and other insurance products are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses. All insurance and investment strategies have the potential for profit or loss. Always consult with a licensed insurance professional who is qualified to evaluate your specific circumstances and to offer a professional opinion with respect thereto. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain period of time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes.
