About Annick Rodarte

Annick is the Executive Researcher for Wealth Guardian Group, ensuring up-to-date compliance, as well as managing financial integrations across the Wealth Guardian Companies. Annick has been with the Wealth Guardian Group since Jan 2013. Annick obtained her degree in Legal Studies from the Phoenix College
30 09, 2021

How to Exchange a Variable Annuity

By |2021-09-30T10:20:45-07:00September 30th, 2021|Financial|0 Comments

How to Exchange a Variable Annuity If you purchased a variable annuity and found it is no longer the right fit for you, this article will explain how to exchange a variable annuity without becoming subject to surrender taxes or fees. Surrendering an Annuity If you are unhappy with your variable annuity, you may [...]

23 09, 2021

Inheriting An Investment Account

By |2021-09-23T13:12:30-07:00September 23rd, 2021|Advisory|0 Comments

Inheriting An Investment Account Inheriting an investment account can be a complex process. What exactly you need to do will depend on the type of investment account you are inheriting. In this article, we will go over the basics of what is involved in inheriting an investment account. Joint Investment Account A joint investment [...]

18 08, 2021

Spousal Lifetime Asset Trust

By |2021-08-18T13:03:37-07:00August 18th, 2021|Legal Documents|0 Comments

Spousal Lifetime Asset Trust A spousal lifetime asset trust, or SLAT, is a type of irrevocable trust that is set up to reduce estate taxes. In this article, we will go over how a spousal lifetime asset trust works, the benefits one provides, and information you should consider before you create one. Purpose A [...]

17 05, 2021

Life Insurance and COVID-19

By |2021-05-17T14:05:21-07:00May 17th, 2021|Financial|0 Comments

Life Insurance and COVID-19   With the effect of COVID-19 still in our communities and on our economy, you may wonder if it has influenced life insurance as well. In this article, we will go over some aspects you should take into consideration if you are looking to purchase a life insurance policy during [...]

15 01, 2021

Testamentary Trusts

By |2021-08-25T02:15:06-07:00January 15th, 2021|Legal Documents|0 Comments

Testamentary Trusts Testamentary trusts are a type of trust that is created through your Will after you pass away. In this article, we will go over what a testamentary trust is and how it works. The Basics Testamentary trusts are trusts set up by your Last Will and Testament. Your Will instructs your executor [...]

23 12, 2020

Accidental Death and Dismemberment Insurance

By |2021-07-26T01:46:50-07:00December 23rd, 2020|Financial|0 Comments

Accidental Death and Dismemberment Insurance Accidental death and dismemberment insurance is a type of life insurance. It can either be a rider to an existing policy or a standalone policy. In this article, we will go over the basics of how accidental death and dismemberment insurance works. What is Covers AD&D insurance will provide [...]

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