Special Client Education Event

Please join us for an educational night where we will discuss the product you own! We will review all the features of the #1 most purchased fixed index annuity in America, and how their incredible bonuses can help you and your loved ones. Come review how this product works. You don’t want to miss it!

increase your savings by up to

32%+

over the next 18 months!

Client Education Event
“Retirement Protection & Bonus Options:
An Account Tutorial”

Tuesday, Feb. 21st, 6:00pm

at Ruth’s Chris Steak House:
707 15th St., Denver, CO 80202

We’ll cover some timely information, including…

Benefit Flexibility

  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Annuity Bonuses

  • Premium bonuses of up to 32%
  • Up to 250% interest bonuses: how do they work?
  • Protected Income Value (PIV)

Income Options

  • Income withdrawal options: do you need to wait?
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need nursing home or other qualified care
  • Possible inflation-mitigation strategies

Reserve Your Spot Today

This event is a live, complimentary client event along with a discussion and information about your current retirement  products. Bring your questions and enjoy! Hope to see you there.

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