Local Insurance Agent Receives American Equity Investment Life Insurance Company Gold Eagle Program Qualification

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NEWS RELEASE

Contact:
Leslie B. Roberts
STILLWATER FINANCIAL GROUP (formerly Long Financial Services, Inc.)

17115 Avenue Le Rivage, Boca 
Raton, FL 33496
Phone: 800-884-6370
Fax: 610-272-6746
lroberts@cfiemail.com

Local Insurance Agent Receives American Equity Investment Life Insurance Company Gold Eagle Program 

Boca Raton, FL – American Equity Investment Life Insurance Company (American Equity), a leading provider of annuity and life insurance products, is proud to announce Leslie B. Roberts as a member of the prestigious Gold Eagle Program.

The Gold Eagle Program began in 2007 and membership is awarded to agents   based on their outstanding production and good standing with American Equity. This recognition marks the sixth year in which Leslie B. Roberts has achieved Gold Eagle status.

American Equity was founded on the following principles of excellence:
▪ Sleep Insurance
▪ Superior Level of Service
▪ Long term Value to Our Contract Owners
▪ American Owned & American Operated

To learn more about how Leslie B. Roberts can help you make the most of your retirement dollars, please contact Leslie B. Roberts as shown above.

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NEWS RELEASE

Long Financial Services becomes Stillwater Financial Group

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After over 25 years of operating under the name of Long Financial Services, Leslie and her team decided to change the name to Stillwater Financial Group.  The change was predicated by their incredible growth, the addition of a second location and most importantly, the desire for the name to reflect their aspiration of providing security, stability and strength to their client's financial plan.

Four Estate-Planning Documents Everyone Should Have

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Encore

Plans Aren't Just About Inheritances and Tax Shelters

ByTom Lauricella

April 20, 2014

There's no time like the present to make sure all your estate-planning ducks are in a row.

For many people, the words "estate planning" may conjure up thoughts of large inheritances and tax shelters. But planning "isn't just about death and taxes; it's also about what happens if you get very sick and live," says G. Mark Shalloway, a West Palm Beach, Fla., attorney who specializes in elder law.

Here's are the four estate-planning documents everyone needs:

 

 

 

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Adjusting to Retirement

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What people don’t always realize about life after work.

  

If you have saved and invested consistently for retirement, you may find yourself ready to leave work on your terms – with abundant free time, new opportunities, and wonderful adventures ahead of you. The thing to keep in mind is that the reality of your retirement may not always correspond to your conception of retirement. There will inevitably be a degree of difference.

    

Some new retirees are better prepared for that difference than others. They learn things after leaving work that they wished they could have learned about years earlier. So with that in mind, here are a few of the little things people tend to realize after settling into retirement.

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Americans Live for Today Rather Than for Retirement

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By Hal M. Bundrick

NEW YORK (MainStreet) — Americans live for today but worry about tomorrow. Even though many of us fear running out of money during retirement, we are unwilling to change our current spending habits, according to a Merrill Lynch survey of "mass affluent" individuals with $50,000 to $250,000 in investable assets. Having enough money to live "in the here and now" is a bigger priority for most of those surveyed (63%) than saving more for the future (48%).

While many fear losing a job (37%), public speaking (27%) or gaining weight (25%) – most (55%) worry about not having enough money to last throughout retirement. But few will reduce outlays for entertainment, eating out or vacations to save more money for life after work. However, most parents will cut spending in order to help their children -- more than one-third (35%) say they have withdrawn funds from their savings or investment accounts to help their kids out during a financial bind.

 

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Covergirl Leslie Roberts

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Leslie was honored by being choosen as the July 2005 covergirl on Senior Market Advisor.  The article describes Leslie's down-to-earth approach of getting to personally know her clients, as well as their goals and needs.  Leslie builds strong relationships with her clients and their families which in turn builds a strong and trusting partnership to build upon to achieve her client's goals.

Disclosure:

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Securities and advisory services offered through Centaurus Financial, Inc. Member of FINRA and SIPC.  A Registered Investment Advisor.  Supervisory office: 1602 Village Market Blvd SE, Suite 430, Leesburg, VA 20175, 800-699-0299. Stillwater Financial Group and Centaurus Financial, Inc. are not affiliated. This is not an offer to sell securities, which may be done after proper delivery of a prospectus and client suitability has been reviewed and determined. Information relating to securities is intended for use by individuals residing in DC, FL, MS, MO, NJ, PA and VA. 

DISCLOSURE: When following any of the URL links displayed you are leaving this website. The information bring provided is strictly as a courtesy. While Stillwater Financial and Centaurus Financial, Inc., believes the information to be reliable, we make no warranties as to the timeliness, completeness, or accuracy of information that is provided by the URL links.