Event Phone: 321.888.3882

Annuities are now being offered with some of the highest participation rates we have ever seen. These translate into the potential for higher interest earning for annuity owners. The stock market declines experienced in 2022 combined with the interest rate increases by the Federal Reserve created a situation where annuity rates are the highest we have seen. There are also annuities that will guarantee these high rates for the entire term of the contract. These annuities offer the means to profit from a market rebound while eliminating or buffering risk of future market declines. This seminar will begin with annuity basics and expand to describe which are the best annuities to protect your assets and benefit from eventual market growth.

This is a free, in-person, instructor-led, 2-hour seminar to be held at the venue listed below. The seminar will describe the different types of annuities and explain how they work. It will describe the terms and features you should know and some of the “do’s and don’ts”. It will explore riders, allocation methods, crediting options, taxation, best ways to fund, and other important elements to consider when selecting an annuity. It will address the costs associated with annuities including surrender charges. The seminar will also describe how you, your agent, and the insurance carriers make money with annuities.

The presenter is a former practicing CPA with a Masters degree in Taxation. He is also a Certified Tax Specialist and a Certified Annuity Specialist. He holds insurance licenses in Florida and various other states and a Series 6 securities license so he can advise and sell all types of annuities including Fixed, Fixed-index, Variable and Registered Index-linked products.

Complimentary lunch will be served.

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  • New High Cap Annuities
     February 4, 2023
     10:30 am - 12:30 pm
  • New High Cap Annuities
     February 18, 2023
     10:30 am - 12:30 pm
  • New High Rate Annuities
     September 30, 2023
     10:00 am - 12:00 pm
  • New High Rate Annuities
     October 21, 2023
     10:00 am - 12:00 pm
  • New High Rate Annuities
     December 9, 2022
     10:00 am - 12:00 pm

Venue:  

Venue Phone: 321.888.3882

Venue Website:

Address:
3660 Kiessel Rd., Brownwood Paddock Square, The Villages, Florida, 32163, United States