Donna McElroy Donna thrives to make a difference for her clients, by securing their financial needs. Not just focused on Annuities and Life Insurance but with all retirement and financial needs as well. Ensuring a safe retirement for her clients brings her great joy,...

Why Many Retirees Forego Financial Advice – And Regret It

Presented By Donna McElroy Updated January 28th, 2025   Reaching retirement is a major milestone, often accompanied by a sense of achievement and freedom. However, for many retirees, this stage of life also brings financial challenges and reflections on missed...

The Value of Lifetime Income for Annuity Holders

Presented By Donna McElroy Updated December, 2024   As retirement becomes increasingly complex, more individuals seek reliable income options that provide peace of mind. Annuities offering lifetime income have emerged as a valuable tool for those seeking...

Financial Planning Tips for Veterans Transitioning to Civilian Life

Presented By Donna McElroy Edited By Amy Rushforth Updated November 22nd, 2024   The journey from military service to civilian life may be a rewarding but challenging transition, especially when it comes to financial security. Veterans who have spent years under...