DO YOU HAVE SPECIFIC QUESTIONS
AS YOU APPROACH RETIREMENT?
YOU'RE NOT ALONE...
Take This "5" minute FREE Quiz,
Find Out Where You Stand Regarding
"5" Crucial Retirement Areas...
- Income, Social Security all Sources
- Medical & Health Care
- Advance Financial Planning
- Risk Managment
- Tax-Efficient Strategies
As Retirement Planning Specialists
We help people with...
- MortgageMax - Avoid Expensive Refinancing
- 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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Articles & Written Resources
Ken Fisher advertises that
"He Hates Annuities"
(naturally, he sells stocks)
Surprise...He Owns More Annuities
than anyone in the World!
Read How Black Rock one
of the Largest Investment Firms
in the World.
Makes a Case for
Why People should Include
Annuities in their Retirement Plan.
When Roger Ibbotson published a
new report on fixed indexed
annuities and their
place in an optimized retirement
portfolio, everyone took notice.
Few economists and financial
researchers garner the attention
and level of respect that he does.
Want to Retire Happy?
Learn How by Reading this Report
Read why Susan Rupe..
Thinks today is the Perfect
time for Pre-Retirees to Own Annuities.
How does an Insurance Company
Make Money, if it sells annuities?
Learn 23 Uses for
Annuities in 2023
Learn why AIG Policy Holders
lost nothing even though the company
filed for Bankruptcy in 2008
Download the 2024 Retirement Planning
Cheat Sheet
Covering the 2024 Rules
Download the 2023 Social Security
Cheat Sheet
Covering the Current Rules
Download Complete
and Save the Goals and
Meeting Organizer form
Download and Complete
Debt Savings Report Software Excel Progam
Payoff Your Bills and Start Saving Thousands in Interest
FASTER
Complete and Submit the Online
Goals & Meeting Organizer here
You can Download
the Long-Term Care
Medical History form Here
FASTER
Complete & Submit the Online
Long-Term Care/Medical History
form Here
Complete Beneficiary Liquidity
and Asset Protection form
Online and Submit
You can Download the
Money Max Debt to Wealth
Analysis Form & List the Details of Your
Debts & Income Sources Here
FASTER Complete the
online Money Max Debt to
Wealth Analysis Form & List the
Details of Your Debts and Income
Sources Here