See how an Annuity may fit into your retirement plan

Shift from the "accumulation mindset"

to "distribution mindset" and Increase your retirement income safely and strategically

Don't have time to watch??

Take my survey to see if you qualify, and I'll be in touch.

NOTE: These strategies work best for those with 100k+ investable assets

What is your age ?

41-50

51-59

59-70

70-80

80+

Our strategies are best suited for those with investable assets of 100K or more. Please CONFIRM your investable asset amount. *

Under $100,000

$100,000-$300,000

$301,000-$500,000

501,000-1 Million

1 Million-3 Million

3 Million-5 Million

5 Million-10 Million

Over 10 Million

What is your current time frame for retirement??

I Am Retired Now

In The Next 12 Months

2-4 Years From Now

4-8 Years From Now

10+ Years From Now

What is your main concern you would like help with (Check ALL that apply then click next) *

Longevity

Stock Market Fluctuations

Guaranteed Income

Remove Unnecessary Fees

Legacy

Family Legacy/Estate Planning

Reduce Tax Exposure

What type of retirement accounts are you saving in? (Check ALL that apply then click next)

403b

Annuity

457B

IRA

ROTH IRA

401K

TSP

ESOP

ESPP

409A

Real Estate Sale

Business Sale

State

First Name *

Last Name *

Email *

Phone *

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