Our founder, Dolph Janis, continues to pursue new certifications, designations and continuing financial education credits in order to better help our clients with their financial and retirement matters. At Clear Income Strategies Group, education means everything, and certifications matter.
The Certified Annuity AdvisorSM, or CAA, “A Specialized Education With a Focus on the Highest Ethical Standards” website puts it like this: From ancient Roman “Annua” contracts, where lump sums were traded for annual payments, to today’s sophisticated insurance landscape, annuities have enduring value as a tool for financial security. However, their complexity requires more than surface-level understanding. The Certified Annuity Advisor (CAA) designation sets insurance professionals apart by providing in-depth expertise and practical skills to navigate the intricacies of annuities.
Request your complimentary copy of our book, “Cross the Bridge to Retirement,” in printed or digital format!
Request your complimentary copy of our book, “Cross the Bridge to Retirement,” in printed or digital format!
We are extremely proud to serve our clients with innovative and understandable financial strategies, and as an independent firm, we have access to hundreds of annuity policies from dozens of insurance carriers, including some limited distribution options that very few firms have access to. Call us at (704) 919-0149, text us at (704) 307-0202 or email info@cisforlife.com to learn more about how annuities for retirement income might work for you.
