New High Cap Annuities

Annuities are now being offered with some of the highest caps and participation rates we have ever seen. These translate into the potential for higher interest earning for annuity owners. The stock market declines experienced over the past many months will eventually end. These annuities offer the means to profit from a 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.