Safe Harbor Life and Annuity Safe Harbor Life and Annuity
  • Home
  • It’s all about You
  • About Us
  • Annuities Basics
  • Glossary
  • Blog
  • Contact Us
Elements

Info Boxes

  • Info Boxes
  • Tabs & Toggles

{ Text Block: }

Info Box is a universal wrapper element for placing text, image, button etc. in a separate area with a different background.

Besides the standalone usage, the Info Box element is also the core part of the following elements:

  • Inbo Box widget
  • Featured Article widget

See below all the options available for Info Box.

{ Dotted Divider Line }

{ Text Block: }

Info Box with image

default background + shadow

{ Info Box: }

Image: 41

Richard Smart

Taxes, fees and poor diversification can eat away at your returns. Far too many people ignore the impact these factors can have on investment growth. We don’t.Richard Smart, the Founder of Annuity Strategic

{ Blank Space }

{ Text Block: }

Info Box

pinstriped background + shadow + info sign

{ Info Box: }

Items to Bring

When coming to your initial consultation, it would be good if you had details of the following with you at the time:

  • Statements for existing investments and superannuation funds
  • Approximate balances of any loans and indicative interest rates
  • Estimates of gross employment income
  • An idea of your total annual living expenses
  • Recent payslips or tax returns for companies, trusts and Self-Managed Super Funds

{ Blank Space }

{ Text Block: }

Info Box with image

pinstriped background + shadow

{ Info Box: }

Image: 70

Smartphone

Are we the right people to work with you?

At the initial consultation we provide you with a Financial Services Guide (FSG), as required of us by law. The purpose of a FSG is to give you sufficient information to enable you to decide whether to obtain financial services from the us, the specified provider.

Download the Services Guide

{ Blank Space }

{ Text Block: }

Info Box

pale background + shadow + info sign

{ Info Box: }

Fee-only advisors have fewer inherent conflicts of interest, and their fee structures might be hourly, include an annual retainer, or be based on a percentage of your investment assets.

{ Blank Space }

{ Text Block: }

Info Box with blockquote

pale background + light bars at the bottom + quote sign

{ Info Box: }

Over 95{fc8d66c7b668fcd15191548bd824a26e658457b8565e4000689a810d30dca5e7} of Australians do not have adequate levels of personal life insurance and 30{fc8d66c7b668fcd15191548bd824a26e658457b8565e4000689a810d30dca5e7} say they don’t have any form of personal life insurance.Lifewise/NATSEM study, 2010

 

83{fc8d66c7b668fcd15191548bd824a26e658457b8565e4000689a810d30dca5e7} of Australian car owners insure their car but only 31{fc8d66c7b668fcd15191548bd824a26e658457b8565e4000689a810d30dca5e7} insure their income.AAMI Fact Sheet, Shopping for Car Insurance, September 2008

 

2 of 3 Aussies have been disabled for more than one month and 1 of 5 wouldn’t be able to find $500 in an emergency.Ernst and Young for BT Australian Financial Health Index, 2013

{ Blank Space }

{ Info Box: }

The secret of getting ahead is getting started. The secret of getting started is breaking your complex overwhelming tasks into smaller manageable tasks, and then starting on the first one.Mark Twain, American Humorist and Author

{ Blank Space }

Archives
  • March 2022
  • September 2021
  • June 2016
  • May 2016
  • November 2015
Categories
  • Insurance
  • Miscellaneous
  • Retirement Planning
Meta
  • Log in
  • Entries feed
  • Comments feed
  • WordPress.org
Info Box widget
Sidebar Story 2

"My parents have been seeing their financial adviser, Peter, for over twenty years now and they've always tried to encourage me to go see him to try and sort out my debt…"

Continue reading

Info Box widget
Picture 7

Learn more about risk management & personal insurance.

Featured Article widget
Funding your retirement

Retirement Income Sources of Retirement Income Most working Americans have only one source of steady income:…

Mar 03, 2022 — lpb156@comcast.net

No matter what stage of your financial life your are in, we can help you make the most of what you have!

Get in touch

5045 NW 21stLoop
Ocala, FL 34482

352-209-6689

info@safeharborlifeandannuity.com

Stay informed

Sign up to receive the latest news and resources

© 2021 Safe Harbor Life and Annuity