Interview with Carey (Mac) Hanna – Should an Annuity be Part of a Retirement Portfolio?

Mac is experienced with with over a combined 40 years in banking and insurance.

He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle sc