Client Event!

Join Us For A

St. Patrick's Day Client Education Event

You’ve worked hard all your life, now let us take over.

You sit back, drink some beer and let us show you how to grow your money.

Join Us

For Food, Beer & Educational Discussion

We'll Tell You All About The
32% Bonus

March 13th, 6:00PM at The Brass Tap:
28010 Race Track Road, Bonita Springs, FL 34135

March 14th, 6:00PM at Molly’s Pub:
1560 Main St, Sarasota, FL 34236

we’ll cover some timely information, 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 32%
  • Up to 50% interest bonus: 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

Reserve Your Seats Now. See You There!

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.

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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