"We reached out to Rebecca and the PIVOT team at the recommendation of our son. Rebecca explained our lump sum pension vs other options available. Also, how to use our investment growth to buy life insurance to leave tax free death benefits to our kids. We couldn’t be happier and recommend her and her team to people all the time."
- Retired Couple, Mid-60s, Fans of the Lump Sum Up Front and Enjoying Retired Life (Member of the PIVOT Family Since 2019)
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The experience of the people described in this material may not be representative of the experiences of other clients. Experiences obtained by these people are not indicative of the future experiences that may be obtained by my clients.
INTERESTED IN WORKING WITH US?
If you're interested in applying for an interview with the PIVOT Income Strategies team, please download the document below. Fill it out and send it to info@pivotincomestrategies.com. Thank you for your interest!
