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We suggest that all prospective clients attend one of our live dinner seminars. This way you know more about our Green Line Strategy and if it’s a right fit for you before you come in to meet with us. We can occasionally accommodate smaller, private, group sessions when it makes sense to do so. Contact Us for more information.
If our Salem office is too far, we have an additional satellite office to choose from in Christiansburg. All of our addresses can be found on our Contact Us page.
Yes. We encourage spouses and significant others to come together to both the seminar and the appointment. If you have a close friend or relative that you want to bring instead, just let us know, and we will do our best to accommodate you. Additionally, we do host several Client Bring A Friend events throughout the year so that we can make ourselves available to help your friends and family as well.
We can offer all kinds of annuities but have found some of the best outcomes for our clients using Fixed Index Annuities and MYGA's (multi-year guaranteed annuities). We will work with you to help establish which product or products will best help you. For the most part, we only work with A-Rated companies or better and fully credential each carrier partner to ensure only premier resources for our clients. We also try to avoid contracts that will have fees or charges for you. Whenever possible, we want our clients to keep all of their money for themselves.
We ensure that all products we provide to our clients allow you access to at least 10% of your initial investment per year with no penalties for taking that withdrawal. This is known as a free withdrawal and is typically granted after your first anniversary, if not sooner.
Yes. This is known as a Rollover or Direct Transfer of funds, which is a nontaxable event- even for qualified retirement plans like IRA's, Roth IRA's, 401k's, 403B's, Thrift Savings plans, etc. Where appropriate, we can also help you conduct a 1035 exchange for many non-qualified retirement plans as well.
In most cases, when named as the primary beneficiary, your legal spouse has the option to transfer ownership to continue the account in their own name. But these policies can also be paid out in full as a death benefit to any beneficiaries you've named. This benefit payment to your heirs typically includes principal, interest earned, and bonuses.
Today's life insurance industry offers uses beyond just a death benefit to your loved ones. Two ways you can use life insurance to enhance your retirement plans are tax-free retirement income and long-term care benefits. Some clients utilize Indexed universal life (IUL) insurance for one or both of these purposes. It provides a death benefit just like other life insurance policies, but it also allows you to utilize stock market returns without risking your money and gives you access to some of your cash growth each year without having to pay taxes on it.
Blackwell Financial and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
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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 Blackwell Financial, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
By contacting Lisa D Blackwell VA Ins Lic #883770/Blackwell Financial, Inc. VA Ins Lic #153975, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.
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