Know where you stand.

Take 5 minutes and receive a 4-Page Complimentary Pre-Retirement

or Retired Assessment

Personalized Just for You!

There's No Cost or Obligation,

Please Turn Up Your Volume and

Watch the Video for details

As Retirement Planning Specialists

We help people with...

  • Social Security Maximization
  • Maximizing Retirement Income all Sources
  • Social-Security-Like Income Annuity Plans
  • Replacing lost Social Security Survivor Income
  • Tax-Free Rollovers of 401k's 403b's & IRA's
  • Insurance, Life, Long-Term Care, Final Expense
  • Estate Planning, ILIT's, Wills, Trusts, POA's
  • Survivor's Guides, Quality of Life Directive's
  • Beneficiary Liquidity Plan's for Survivor's
  • Asset Protection from Probate and Creditors
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& Talk About

Your Financial Goals.........

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Are Nearing Retirement

or Already Retired?

When it comes to Retirement Life

You have two goals to enjoy a Successful Retirement....

1. If Pre-Retired you must be fully Prepared to financially survive your retirement years.

2. If already Retired to Stay Retired and Never Outlive Your Money

Here is a small sampling of the concerns you must addressed today:

  • Concern that rising health care costs could decimate your years of retirement planning.
  • Concern that you haven't socked away enough to live comfortably throughout retirement.
  • Concern that retirement strategy you choose will provide you with the largest monthly Social Security check possible.
  • Concern that you won't be able to afford long-term care should the need arise.
  • Concern that inflation could negatively impact your retirement plan.
  • Concern that you may have to go back to work either full or part time in retirement.

If nearing retirement or already retired, to Help You Know where you stand we created an assessment that can help you in making your retirement planning decisions today and how those decisions will effect your retirement tomorrow. Take 5 minutes and receive a 4-Page Complimentary Pre-Retirement or Post Retirement Assessment Report Personalized Just for You! There is No Cost or Obligation.

* This information will remain private and confidential. It will only be used by America United Wealth Planning to determine if an annuity is right for you. All content is for educational purposes only. Before purchasing any investment product or Insurance Product be sure to do your own due diligence and consult a properly licensed professional should you have specific questions as they relate to your individual circumstances. Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Annuity riders may be available for an additional annual premium that can provide additional benefits and income guarantees. By contacting us you may speak with an insurance licensed agent in your state, and you may be offered insurance products for sale. Please note that the examples herein are not company nor are they product-specific. They are concepts shown to give you general information on the benefits and limitations of the products and strategies and are not designed to be a recommendation to buy any specific financial product or service. Products change and such product concepts may not be suitable for your needs or available in your state. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC. Videos, Logos and Articles used are the property of the respective sources and outlets and are owned, and protected by their individual copyright laws.

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