Prime Retirement Asset Management, Inc

Description

Our professionals have years of experience in financial and tax services. We can help address your current needs and those for many years to come. We look forward to working with you through all stages of your life. Call (845) 454-9000 to speak with one of our professionals today.

Few financial planners have enjoyed the wide range of financial services experience that makes up David W. Frederick's resume. His 30+ years of experience includes work in such areas as investment brokerage & advisory services (e.g.,.

*Whether whole life insurance is the best choice for you will depend on a variety of factors, including your unique goals, needs, and circumstances. Understanding how a whole life insurance policy works will enable you to make an intelligent, informed choice. Several factors will affect the cost and availability of life insurance, including age, health, and the type and amount of insurance purchased. Life insurance policies have expenses, including mortality and other charges. If a policy is surrendered prematurely, the policyholder also may pay surrender charges and have income tax implications. You should consider determining whether you are insurable before implementing a strategy involving life insurance. Any guarantees associated with a policy are dependent on the ability of the issuing insurance company to continue making claim payments. Life insurance is not FDIC insured. It is not insured by any federal government agency or bank or savings association. Generally, loans taken from a policy will be free of current income taxes provided certain conditions are met, such as the policy does not lapse or mature.

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