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EDUCATION CENTER

Should You Take the Lump Sum or Annuity When Interest Rates Rise?

On the brink of retirement and pondering over your pension's lump sum amidst fluctuating interest rates? Join Tyson Mavar from The Retirement Group in our latest video for a deep dive into the consequential decisions that lay ahead. From understanding the ripple effects of rising interest rates to weighing the benefits of a lump sum versus an annuity, we've got you covered. Whether you're already retired, gearing up for it, or just planning ahead, this is your essential guide to making well-informed choices. Equip yourself with the insights to ensure a secure and fulfilling retirement journey. Tune in and take charge of your financial future!

Learn More About Our Retirement Advisors & Support Team

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Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead