Looking to have more flexibility with your retirement dollars? Then, join us for this exclusive client dinner event presented by Eric Westall.

“Strategies for Accessing, Protecting* & Controlling Your Money in Retirement”

In this dinner seminar, we’ll cover some timely information, including…

Wednesday
June 28th
WAITLIST ONLY

Seminar begins promptly at 6:30pm

Client Education Event

Meet Us At

5855 Westheimer Rd.
Houston, TX 77057
Please arrive 15-30 mins early.

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?
  • Weighing the pros and cons

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 25% 
  • Up to 50% interest bonuses: how do they work?
  • Protected Income Value (PIV)

Income Options

  • Potential income withdrawals as early as after 10 years
  • 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

This event is a live, complimentary dinner event along with a discussion and information about retirement annuity options and products.

Bring your questions and enjoy! Hope to see you there.