8930 Tamiami Trail N, Naples, FL 34108
Please arrive 15 minutes early.
Join Us!
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.
With record-high interest rates, now is the perfect time to take advantage of increased returns on your investment.
Tailor your annuity to better suit your retirement needs and goals with our modern, flexible options.
Enjoy increased security and stability with the latest features and benefits offered by modern annuities.
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
*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.