Hale and Associates

Call us at 317-677-7178 so we can pick a time to visit and discuss your current retirement plan and financial goals.

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  • About
  • Staff
  • Retirement Income
    • Fixed Annuity
    • Social Security
  • Protection
    • Life Insurance
    • Long Term Care
  • Safe Money Strategies
    • Personal Pension Plan
    • Wealth Transfer
  • Videos
  • Resources
  • Offices
  • Contact
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Financial Planning Tips Videos for Retirement

THE CD ALTERNATIVE ... LEARN WHY MYGAS MAY BE A BETTER OPTION FOR YOUR MONEY

Watch this video to learn about:
  • How MYGAs and Certificates of Deposits (CDs) work
  • Why MYGAs typically have double the interest rates of CDs
  • The tax benefits of MYGAs vs CDs
  • Why MYGAs are considered to be a Safe Money Places financial product
Watch Video >

Learn How To Develop Your Very Own Personal Pension PlaN

Watch our video to learn about:
  • Why your retirement needs may have changed over the years 
  • What the "3-Legged Financial Stool" concept is and how it works 
  • How to determine your current and/or future retirement income needs 
  • The difference between essential and discretionary income 
  • How to create your own Personal Pension Plan for retirement
Watch Video >

Learn The Basics: Fixed Index Annuities 101

This video explains how a fixed index annuity: 
  • Provides income you cannot outlive
  • Protects your principal from loss
  • Provides a reasonable rate of return
  • Participates in market gains, but NOT market losses​
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​Learn How Wealth Transfer Works And Protects Your Heirs From The Tax Time BomB

Watch our video to learn about:
  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The "tax time bomb" and how it affects your heirs' taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate
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Save Money and Get More Protection With Joint First To Die Life InsurancE

Watch our video to learn about:
  • ​Why most couples need more life insurance coverage
  • The importance of protecting the surviving spouse
  • Why Joint First To Die Life Insurance is typically less expensive than purchasing 2 separate life insurance policies
  • How it works and the benefits Joint Life provides
  • Why this policy works for most married couples at any stage of their lives
Watch Video >

Contact Us:

Hale and Associates
Financial Services and Estate Planning

CLICK HERE FOR OFFICE LOCATIONS
​
Phone: 317-677-7178
Fax: 317-614-7508

CA License #0G30788

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DISCLAIMER:
Hale and Associates does not warrant anything on this website, although we hope everything is accurate. We do not provide tax, legal, accounting, or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with a representative of Hale and Associates or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:
Hale and Associates provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither controls nor endorses such other websites, nor have we reviewed or approved any content appearing on them. Hale and Associates
 does not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.

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