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E&Y: "Permanent life insurance and deferred income annuities with increasing income potential outperform investment-only approaches in our analysis"
By 2030, gaps in investors’ retirement savings and needed protections are projected to exceed hundreds of trillions of dollars in the US....
Manny Martinez
6 days ago1 min read
Unveiling the Essential Checklist for Pre-Retirees: 3 Must-Do Tasks Before Making the Leap
As retirement nears, excitement often mixes with anxiety. The shift into this new chapter of life calls for thorough planning to ensure...
Manny Martinez
6 days ago3 min read
Retirement Planning 101: Essential Strategies for a Secure Future
In this episode of Small Business Spotlight, host Manny Torres sits down with Manny Martinez, President of Copa Wealth Strategies.
Manny Martinez
Apr 61 min read
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