Financial Insider Q1 2022
Message From The President
Welcome to the latest edition of our Financial Insider newsletter. This issue’s focus is on leveraging SEC mandates and how working with Hazard & Siegel provides a competitive advantage for you, we will also look at the opportunities to convert SEP retirement plans into a 401(k), and the advantage of buffered annuities for protecting investor income during turbulent times.
-David Mullen
President, Hazard & Siegel, Inc.
What’s New at Hazard & Siegel
New CRM coming in May
Our Next Company Meeting
Regulation Updates
Sales & Marketing Insight
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admin2022-10-12 17:06:282022-10-12 17:13:11What is Guaranteed Income for Life?
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admin2022-02-23 13:41:372022-03-14 17:37:10Retirees Should Be Aware of This Great Tax Benefit
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admin2022-02-08 16:18:262022-02-23 14:18:54The Value of an Independent AdvisorHazard & Siegel Blogs
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admin2022-01-26 14:05:262022-02-16 08:57:24Projected Growth for 2022Articles of Interest
Hazard & Siegel Rep Profile
Kurt Finkbeiner
Principal of KF Retirement Strategies, LLC
Kurt has over 35 years of experience in financial planning. Kurt specializes in retirement planning as the foundation for Wealth & Life Management℠. Based in Syracuse, NY, Kurt has helped many learn about their current financial resources, how they are being utilized, and if they fulfill both their needs, wants, and wishes.