Want to be more prepared for the "what ifs" of retirement?
Then, join us for this upcoming client education event:
Wednesday, August 27th at 6pm
at Ruth's Chris Steak House
500 Totten Pond Road, Waltham, MA 02451
Since you own an annuity product, this information will be of great help to you.
We will be discussing a new, limited time, never-before-seen bonus of up to 50%! (Seriously!)
Our special guest speaker from Allianz, Bill Strieff, will be there to answer your questions!
Wednesday, August 27th at 6pm
at Ruth's Chris Steak House
Among other things, we’ll cover:
Benefit Flexibility
- The benefits of increased flexibility
- Securing “guaranteed lifetime income”
- Leaving a legacy
Growth Potential
- Increase your interest potential
- When should you begin taking distributions from your annuity?
- Selecting a market index
Annuity Bonuses
- New premium bonuses
- Interest bonuses: how do they work?
- Protected Income Value (PIV)
Income Options
- Flexibility in income amounts
- How holding off on taking payments might affect your retirement
- Are you up-to-date on everything?
With a career spanning 17 years at Allianz, she has established herself as a knowledgeable and trusted figure in the field. As a senior sales representative for Allianz, Jeanene excels in building relationships with clients and providing them with top-notch service.
This event is a live, complimentary dinner along with an educational discussion and information about retirement annuity options and products.
Don't miss out—these bonus opportunities may change without notice.
Bring your questions and your appetite. Hope to see you there.
*If you qualify. Bonus amounts vary by product and availability. Backed by the claims-paying ability of the carrier.
Our Offices
-
2 Burlington Woods Dr, Suite 100
Burlington, MA 01803 -
265 Franklin St, 17th Floor
Boston, MA 02110 -
4851 Tamiami Trail, Suite 200
Naples, FL 34103
*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.
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