Surprises Making the most of surprises is a great reason to work with us. Share | Have A Question About This Topic? Name Email Address Message Thank you! Oops! Related Content It May Be Time for a Financial Checkup It’s never a bad time to speak with your financial professional about changes in your situation. Term vs. Permanent Life Insurance When considering life insurance, it's important to understand your options. Systematic Withdrawals in Retirement Taking regular, periodic withdrawals during retirement can be quite problematic.