Schedule Your
Complimentary One-On-One Appointment With Retallick Financial Group
35% Bonus!
Did you miss it last time? Now is your second chance! Fill out this form now to schedule your appointment.
Want to learn about some options that may be available for protecting your retirement income?
Looking to understand more about annuities (and their potential income bonuses)? Then, reserve your complimentary appointment with Don Retallick of Retallick Financial Group.
In our meeting, we’ll discuss some retirement options that may be available to you 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 35%
- 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
Appointments are available on a limited basis and are complimentary.
Contact us to schedule a time that works for you.
Looking forward to reviewing your options for retirement income protection over time!
- (239) 444-5980
- Info@RetallickFinancial.com
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Headquarters:
9160 Forum Corporate Parkway, Ste. 350
Fort Myers, FL 33905 -
1990 Main St., Ste. 750
Sarasota, FL 34236 -
27911 Crown Lake Blvd., Ste. 247
Bonita Springs, FL 34135 -
1500 East Venice Ave., Ste. 301
Venice, FL 34292
Donald L Retallick III
FL Insurance License # P109239
Retallick Financial Group
Florida Lic. #L096591
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
By contacting Donald L Retallick III FL Insurance License # P109239/ Retallick Financial Group Florida Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.