Unlock the Potential of Your Annuity

Join Us For Our Upcoming Client Event

Tuesday, May 7th
or Wednesday, May 8th

at 6:00pm

23151 Village Shops Way, Suite 101
Bonita Springs, FL 33928
Please arrive 15 minutes early.

Join Us!

Secure Your Retirement Future with Enhanced Returns

Your financial future deserves a strategy as dynamic as the economy itself.
Are you maximizing the potential of your annuity? If you purchased your annuity a few years ago, it’s time to consider an upgrade. Recent changes in interest rates present an opportunity for you to secure a higher rate of return, ensuring more income sooner during your retirement years.At Retallick Financial, we understand the importance of staying ahead of the curve in financial planning. That’s why we’re inviting you to a special client education event designed to explore the benefits of upgrading your existing annuity.

Why Upgrade Your Annuity with Us?

Higher Returns:

With record-high interest rates, now is the perfect time to take advantage of increased returns on your investment.

Enhanced Flexibility:

Tailor your annuity to better suit your retirement needs and goals with our modern, flexible options.

Advanced Features:

Enjoy increased security and stability with the latest features and benefits offered by modern annuities.

Reserve Your Seat

This event is a live, complimentary dinner along with a discussion and information about retirement annuity options and products. Bring your questions, and your appetite. Don’t miss this opportunity to enhance your retirement future.

Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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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