For people who are considering an annuity in the next 60 days:

Why "6% Growth" in Annuities Doesn't Equal Actual Income- and How to Protect Your Nest Egg (Without the Jargon)

Watch this video to understand how annuities work, then complete the short survey below

Complete the survey for a free annuity evaluation call

(a friendly chat to help you understand your income choices):

How soon are you planning to retire? *

Within 3 months

3–12 months

1–3 years

3+ years

Already retired

What’s your #1 retirement goal?

Predictable income with managed risk

Income designed to last for life

Protection from market downturns

Reduce fees

Other

State

How much have you saved toward retirement?

Under $100,000

$100,000–$250,000

$250,000 to under $500,000

$500,000–$1M

$1M+

Please fill in your contact details:

Full Name *

Email *

Phone *

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This material is provided for informational and educational purposes only and should not be considered investment advice or a recommendation to buy or sell any financial product, including annuities. Advisory services offered through [Your Firm Name], a registered investment adviser [or insert: “insurance-licensed agent” if that applies]. Securities offered through [Broker-Dealer Name], Member FINRA/SIPC.