Social Security and Annuities

Event Phone: 321.888.3882

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 YOUR Social Security Pro and is a 38 year veteran of the Social Security Administration.

The seminar will also provide a presentation of the best annuities to be considering 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 annuities are well positioned to help you benefit from the anticipated stock market rebound while eliminating or buffering risk of future market declines.

The seminar will review annuity basics including the different types of annuities. It will explain how annuities work and the terms and features you should know. It will describe some of the “do’s and don’ts”, explore riders, index measurement and 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 and free withdraw opportunities. The seminar will also describe how you, your agent, and the insurance carriers make money from annuities.

The annuity presenter, Jim McArdle, is a former practicing CPA and a Certified Annuity Specialist. He is also a Certified Tax Specialist with a Master’s Degree in Taxation. 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.

A complimentary lunch will be served.