Financial Insider August 2020

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.