This year just
keeps getting better!

.

Want to be more prepared for the surprises (good AND bad) in retirement? Then schedule an appointment to learn more about this amazing opportunity.

Every so often a special product incentive comes along.

This one is offering a

.

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 40% 
  • 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

SCHEDULE A ONE-ON-ONE Appointment TODAY!

Fill out the form below.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

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.

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