Meeting Outline:

We have covered a great deal of new information, but you have only seen the tip of the iceberg.

During our next meeting, we will investigate the following retirement questions:

  • What kind of tax bill are you facing in retirement?
  • How do you want your retirement to look?
  • How much faith do you have in the market?
  • How much did the last market adjustment affect your retirement plan?
  • Do you have time to recover from another 2001 or 2008 market adjustment?
  • How much of your retirement do you want guaranteed and protected?

In order to meet the ever-changing needs of the people preparing for retirement or for those who have entered into retirement, dramatic changes and continuing modification have been made to the products we will be reviewing.

You’ll be presented factual data directly from the product providers, who are strictly monitored and controlled by regulators. With this protection in place, you can be assured you’re receiving accurate information.

Topics to be covered:

  • Risk vs. safety of principle
  • Process used to select providers
  • Regulations & regulators
  • Disclosers from providers
  • Historical performance
  • Tax Codes governing product
  • Financial status of provider
  • Third party neutral endorsements
  • Tax consequences of products
  • Using Tax Savings to fund your retirement