(239) 444-5980 — Info@RetallickFinancial.com
Want to feel confident about your retirement?
Looking to leave a legacy you’re proud of?
Find out how at our online education session.
Live! Monday, February 8th, 12:15 pm
Complimentary Webinar: “Women, Money & Power® Financial Strategies”
We’ll discuss:
As VP of Advanced Markets, Aimee Lynn Johnson is responsible for speaking with clients and finanaicla professionals about ways to effectively accumulate, protect and distribute wealth. Johnson brings nearly 20 years of industry experience as a speaker at national and regional events throughout the country. She specializes in topics related to women’s markets, divorce, Social Security, health care, and retirement.
Before joining Allianze Life® in 2008, Johnson was a senior filed consultant with Thrivent Financial and also held positions with Thrivent as a health product special and regional sales consultant. Prior to Thrivent, she was a financial advisor with Morgan Stanley.
Johnson hold the following designations: CRPC (Chartered Retirement Planning Counselor), CLU (Chartered Life Underwriter), CDFA (Certified Divorce Financial Analyst), and ChFC (Chartered Financial Consultant). She also holds FINRA Series 7 and 65 securities registrations.
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.