Retiree News:

Be In The Know

New Law For 2024

If you own a small business or family office you could be required to report ownership details to the federal government… or face stiff penalties ...

January 5, 2024

Estate Planning

We all know that complex estates require sophisticated estate planning. If you have a large estate or own a business, only a qualified estate-planning attorney ...

December 29, 2023

Pre or Post-Retirement?

Most of us think of life insurance as a way to help the people who depend on us financially, or even just to help pay ...

December 16, 2023

Tip of the Month

The $1,000 Rule and the 4% Rule

How much money will you need to get by in retirement? How much income do you need to withdraw each year? As you approach retirement, ...

December 15, 2023

Types of Annuities: A Rundown

We’ve been asked what a variable annuity and a fixed annuity are. What are the differences between them? Essentially: A variable annuity’s value is based ...

December 8, 2023

Archives

Categories

Get Started

About

Three Principles

Destin Commerce Center
34990 Emerald Coast Pkwy., Suite 307
Destin, FL 32541

Beach Professional Center
415 Richard Jackson Blvd. Ste. 406
Panama City Beach, FL 32407

182 North Palafox

Suite 112

Pensacola, FL 32502

307 South McKenzie St.
Suite 111
Foley, AL 36535

*Backed by the claims paying ability of the carrier. **Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Andrew Messina FL Ins Lic #E161660/AGM Secure Money LLC FL Ins Lic #L111930, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.