Best Annuities for 2024

Best Annuities for 2024

This is a free, in-person, instructor-led, 2-hour seminar to be held at the Prima Italian Steakhouse, in Brownwood, The Villages, FL. Insurance carriers continue to offer new annuity products to suit the needs of customers. This seminar will describe some of these new...
Best Annuities for 2024

Annuities vs Mutual Funds

This is a free, in-person, instructor-led, 2-hour seminar to be held at Prima Italian Steakhouse in Brownwood, The Villages, FL. The seminar will compare some of the pros and cons of investing in Annuities versus Mutual Funds. It will describe Mutual Fund basics...
Social Security and Annuities

Social Security and Annuities

This is a free, in-person, instructor-led, 2-hour seminar to be held at the venue listed below. It is intended for persons between the ages of 55 and 65 to learn about Social Security strategies from our Social Security expert, Mark Hendelson. Mark is the founder of...
Best Annuities for 2024

Tax Planning Seminar

This is a free instructor-led 2-hour seminar to be attended in-person. It is held at the venue listed below. The tax planning seminar will describe ways to prepare for retirement and structure your income so you can pay the least tax possible. It will provide 15 or...
Best Annuities for 2024

Best Annuities for 2023

Insurance carriers continue to offer new annuity products to suit the needs of customers. This seminar will describe some of these new products and present what we believe to be the best indexed annuities at this time. The seminar will also describe how these...