Your Complimentary Strategy Session Is Scheduled…

Your Retirement Specialist:


A few quick notes…

  • We sent you an email confirming the date and time of our call.  Please mark it on your calendar.  Like yours, our time is extremely valuable so it’s really important to make this an on-time meeting.


  • Please join the ZOOM CONFERENCE CALL at the time of our scheduled meeting.  You can find the link in your email and your calendar invite.


  • Be prepared to talk about your expectations for retirement, your finances, and what you want out of your retirement.


  • We look forward to speaking with you…






The materials and information enclosed are for information purposes only and should not be used or considered as, and do not constitute, an offer to sell or the solicitation of any offer to buy any securities or financial instruments or to provide any investment service or investment advice in any jurisdiction. Any such offer or solicitation will be made only by means of investment management contract to qualified investors in those jurisdictions where permitted by law.

The contents enclosed do not constitute investment, legal, tax or accounting advice or advice regarding the suitability or profitability of any transaction or investment.

Terms such as “guaranteed income” and “zero market downside” are common features in Fixed Indexed Annuities but may vary by product and provider.