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    • A FEW WORDS ABOUT US

      We here at Leonetti Insurance & Financial Services specialize in looking at the WHOLE PICTURE for our clients by re-allocating and re-positioning retirement assets for safety, growth, legacy planning, and income planning. We gather complete information to help our clients make informed decisions in an easy to understand manner to assist with their particular situation.
    • Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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      Farmers Inurance

      Farmers Inurance

      Farmers Insurance Group is an American insurer group of automobiles, homes and small businesses and also provides other insurance and financial services products.

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    • Our primary goal is keeping our clients' money safe from volatile and risky investments.

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      Financial Services

      Financial Services

      Our primary goal is keeping our clients' money safe from volatile and risky investments.

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    • Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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      Insurance Services

      Insurance Services

      Developing the right portfolio of insurance products is an essential step toward a comprehensive financial program or estate planning.

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    • Why You May Reconsider Naming Your Trust as Your IRA Beneficiary

      Why You May Reconsider Naming Your Trust as Your IRA Beneficiary IRAs have been around for decades. You may have had your IRA for years. Maybe many years ago, when you established your IRA, you named a trust as the beneficiary and haven’t thought a lot about it since. You likely spent both time and money drafting the trust and were careful to name the trust on your IRA beneficiary form. Here [...]

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      Imperative Q&A's involving Transfers, Rollovers, and Beneficiaries

      Imperative Q&A's involving Transfers, Rollovers, and Beneficiaries This week's Slott Report Mailbag looks into indirect and direct transfers, 60-day rollovers, trusts as a beneficiary, and 403(b)'s. As always, we recommend you work with a competent, educated financial advisor to keep your retirement nest egg safe and secure. Question: Hello, I am a public TV subscriber and [...]

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      Yes, You Actually CAN Do That

      Yes, You Actually CAN Do That Last week my Slott Report article created something of a firestorm in my email inbox. Shortly after it was posted I began to receive a litany of emails, all written very respectfully, but all of which said my post was incorrect and that revisions were necessary in order to avoid Slott Report readers from making errors with respect to their planning. To recap the [...]

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    • What’s on your loved one’s gift wish list? Are they asking for the latest technology? Fashionable apparel? A must-have toy? No matter the buzz-worthy item, what they may want consider is a gift that lasts a lifetime. Remember, it is just a matter of time before a new version of their favorite technology enters the market, a different clothing trend is seen everywhere, or a new toy makes the [...]

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      Fixed Indexed Annuities FAQ

      November 28, 2018

      Discover our most frequently asked questions about fixed indexed annuities (FIAs). Get the answers you need to help calculate your path to retirement. What is an annuity? In the most basic sense, an annuity is a contract between you and an insurance company that says you will pay for the annuity in either a single lump sum or multiple payments over time. In return, the insurance company [...]

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      Coming to you from the Indexed Annuity Leadership Council (IALC) is a new recipe to add to your Thanksgiving menu. We all have our Thanksgiving favorites, from turkey to stuffing, to sweet potatoes, pumpkin pie, and more. But as you sit around your table reflecting on all you have to be thankful for, we encourage you to also think about your recipe for a happy retirement. Retirement brings [...]

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