Annuities Unpacked: Making Informed Decisions for Retirement

In 2023, there were $385.4 Billion in annuities purchased; that was up 23% from 2022. In addition, more and more retirees and pre retirees who want to protect their hard earned savings are using annuities to protect their assets because bonds have not been as reliable as advertised. Yet, these same folks have come to realize that they may not fully understand the annuity they purchased and can’t get the servicing they expected from it.

With over 25 years of experience in financial planning, including teaching financial planning and income planning as an adjunct professor at a major university, I am deeply committed to helping individuals achieve financial security. Over the past five years, I have witnessed significant changes in the annuity landscape. During our webinar, we will explore these innovations and discuss how they can enhance your retirement planning strategy. Our topics will include:

1. The History of Annuities
2. What many mainstream Financial Entertainers say about Annuities
3. The Different Type of Annuities
4. How Insurance Companies make money; and the secret of commissions on Annuities
5. How Interest Rates impact Annuities
6. The Four Ways Annuities can be used
7. Retirement Refinance™
8. And, if you have or want to explore Annuity, what is next?

Whether you're new to annuities or looking to refine your current approach, this webinar promises valuable insights and actionable advice.

I am eager to share my expertise with you and address any questions you may have. Join us for this exclusive, invite-only webinar as we navigate the evolving landscape of annuities and empower you to make informed financial decisions.

Attend our webinar and discover how we can provide you with $1,000 of increased value if you own an annuity, whether through higher retirement income, greater account balances, or an enhanced death benefit for your family. If we can't deliver this value, we'll thank you for your time with a $100 gift card. And, get a CFP® Professional who will educate you on the hidden and high costs most annuities have and the lack of servicing most advisors provide so that you can make adjustments to grow your retirement without the burden of not understanding the assets you have.

Disclaimer: This offer is exclusively for new clients. If you are already a client of Ideas by Mike™, please note that this offer does not apply to you, as you have already received our best possible deal.