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Welcome to Jennings Financial
Here at Jennings Financial Group, we understand that financial planning for your future is scary and uncertain, especially in today’s economy. But, rest assured that in our hands we’ve helped clients with all types of backgrounds successfully and happily retire with their financial hopes and dreams met and, often exceeded. We want to help make that dream become a reality for you and your family too.
Jennings Financial Group is independent and client-centered. We are at the forefront of this quickly changing economy and we work closely with our clients because we are fully committed to meeting and exceeding expectations. We also believe in keeping our services affordable to our clients, we make sure to work around your budget. We are proud that so many of our clients have repeatedly turned to us for guidance and assistance with their financial futures, and we work hard to earn their loyalty every day.
Ask Us A Question
How is the sale of a life insurance policy taxed?
Often, the biggest hurdle in pursuing the sale of a life insurance policy revolves around the potential taxation of any proceeds from the transaction. To make a fair and accurate analysis of any life settlement options, policy owners and insureds must understand how the transaction can impact their bottom line. Furthermore, like most things related to the tax code, the answer is not always simple.
Using our tax estimator, you will gather the important details and produce a pdf document suitable for sharing with your tax professional. Get started with this free essential resource below:
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“We show retirees how to more fully enjoy their retirement. We’re here to help all of our clients and their unique needs related to their retirement and financial help. No future is too big or too small for us, our goal is to simply help create a positive future for all of our clients.”