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Supercharge Your Retirement With a 30–50% Bonus

Markets are unpredictable. Inflation, tariffs, and Social Security uncertainty can put your retirement at risk. But with this limited-time bonus offer, you can take control — and put your income strategy in the fast lane.

What Does That Mean?

Contribute $100,000 → add $30,000–$50,000 instantly to your income and death benefit.* That’s up to $150,000 protected** from market volatility — while still positioned for growth.

Join Us

23151 Village Shops Way, Suite 101, Bonita Springs, FL 33928

Monday
Sept. 22nd at 6:00pm

Wednesday
Sept. 24th at 6:00pm

30-50% BONUS SEATS ARE FILLING UP FAST...RESERVE YOURS!

Choose the Track That Works for You:

Option 1 – Quick Start

  • 30% Premium Bonus (1)
  • 250% Interest Bonus potential (5)
  • Flexibility to start income now or later (3)
  • Increasing income opportunity to offset inflation (7)

Option 2 – Long Haul Power

  • 50% Premium Bonus (1)
  • 150% Interest Bonus potential (5)
  • Income available starting after 10 years (4)
  • Increasing income opportunity to offset rising costs (7)

Both Include:

  • Index Lock — Secure a positive index value once per crediting period (6)
  • Income Multiplier Benefit — Double your withdrawals if you meet certain health criteria (8)
  • Diversified index choices (2)
  • Principal protection**
JOIN US

These bonus offers are always very limited and can end with little or no notice.

Once the window closes, you’ll miss your chance.

Fill out the form below to register:

  • Headquarters:
    Fort Myers Office
    9961 Interstate Commerce Dr., Suite 160
    Fort Myers, FL 33913
    (877) 838-8384
  • Bonita Springs Office
    27911 Crown Lake Blvd., Ste. 247
    Bonita Springs, FL 34135
    (877) 838-8384
  • Venice Office
    1500 East Venice Ave., Ste. 301
    Venice, FL 34292
    (877) 838-8384
  • Sarasota Office
    1990 Main St., Ste. 750
    Sarasota, FL 34236
    (877) 838-8384
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Donald L Retallick III
FL Insurance License # P109239

Retallick Financial Group
Florida Lic. #L096591

*If you qualify. Bonus amounts vary by product and availability.
**Backed by the claims-paying ability of the carrier.

  1. Premium and interest bonuses are credited only to the Protected Income Value (PIV). The PIV is available only through lifetime withdrawals and is not available as a lump sum. If you take withdrawals other than lifetime income, the PIV will be reduced proportionally. Withdrawals are subject to ordinary income tax and, if taken before age 59½, an additional 10% federal penalty. Bonus annuities may also include longer withdrawal charge periods, lower crediting rates, or other restrictions compared to annuities that do not offer a bonus.
  2. Diversifying allocations within a fixed index annuity does not ensure an interest credit in every period and no single allocation is guaranteed to be effective in all market environments.
  3. For the “income now or later” option, lifetime withdrawals can begin immediately or on any monthly anniversary, provided certain conditions are met and no excess withdrawals or additional premiums have been taken.
  4. For the “income after 10 years” option, lifetime withdrawals can begin on or after the 10th contract anniversary, provided certain age and withdrawal conditions are met.
  5. The Accelerated Interest Bonus option provides a 250% PIV interest bonus with a 50% accumulation value. The Balanced Interest Bonus option provides a 150% PIV interest bonus with a 100% accumulation value.
  6. Exercising an Index Lock may result in a credit higher or lower than if the Index Lock had not been used.
  7. Increasing income potential is included through a built-in rider at no additional cost.
  8. The Income Multiplier Benefit requires meeting specific health conditions, such as confinement to an eligible care facility or the inability to perform at least two activities of daily living for 90 consecutive days, as certified by a physician. Enhanced withdrawals continue until the accumulation value is depleted, after which withdrawals revert to the standard amount.

By contacting Donald L. Retallick III, FL Insurance License #P109239 / Retallick Financial Group, FL Lic. #L096591, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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