534 Spectrum Center Dr - Irvine, CA 92618
Many investors have relied upon annuities to provide safety for their investment portfolios, and what most of them don’t realize are the potential consequences this can have. These products can be difficult to understand, and all too often, misrepresented by the salesperson. This meeting will teach you all the critical “must knows” about these complicated products. You and your spouse are cordially invited to this educational dinner event. The workshop is designed for those that own an annuity or are thinking of buying one. This is a subject that we should all be deeply interested in because we can no longer rely on pensions and Social Security to completely fund our retirement. The burden of planning your retirement income is on you, and you deserve to know ALL options for achieving your retirement goals. So, come on out and enjoy a complimentary dinner after the presentation.
Topics of discussion:
- How a successful retirement plan provides the ability to maintain your lifestyle for the duration of your life.
- The different types of annuities and the features and benefits of each.
- How annuities were created to help retirees address today’s #1 retirement planning risk: Longevity Risk.
- How to evaluate your annuity, and determine if it is the right one for you.
- How annuities can act as a substitute for the key benefit of a pension: Income For Life.
- How do I select the right Annuity?
- Why should I buy an Annuity?
