Annuity

What you'll learn in this book?

In this book, I am going to show you how a fixed index annuity could help you receive an income for life without giving up control of your hard-earned money, how beneficiaries can stretch receipt of IRA assets over their life expectancies for ongoing tax advantages, how deferred annuities are different, how the value of a deferred annuity changes and the smart and conservative approaches for long-term benefits.

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7 Tips to Buy the Right Annuity

For the last seventeen years, I have been trained by the best insurance specialist in the industry. I have studied and become fluent in traditional, index-linked, multiyear guaranteed rate and immediate annuities. I have provided research and consulting services to thousands of independent financial professionals, insurance companies, and financial firms in a variety of annuity and life arenas.
My insights on annuity and the retirement income world have helped wholesale over five hundred million dollars of index linked fixed annuities for the largest insurance companies in the world. I have been asked by life insurance companies to address their annual meetings and teach financial professionals the realities of index annuities.
I am passionate about sharing this booklet and information I have gathered from many sources and years of experience to help you understand if you are the ideal fit for a Fixed Index Annuity.

The purpose of this booklet is to inform readers who are within 5-10 years of retirement, or in retirement, who need to protect their principal and are looking for a guaranteed lifetime income. These readers want peace of mind knowing that the last 30 or 40 years of saving diligently, can’t be lost by one or two bad years in the market.

Making your Retirement Safe with lifetime income

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Our insights on annuity and the retirement income world have helped wholesale over five hundred million dollars of index linked fixed annuities for the largest insurance companies in the world. We have been asked by life insurance companies to address their annual meetings and teach financial professionals the realities of index annuities.

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Don’t hesitate to ask. Email us directly info@dfsmarketing.net or call us at 1-855-740-3140. We helped hundreds of agents all around the U.S.

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At DFS Marketing, you will work with the same marketing consultant every time. The same person will handle your contracting and new business every time. Our mission statement is Relentless Support for Financial Professionals and we take that very seriously. Long term, profitable relationships are the life blood of our business and it is our goal to become your business partner and to be indispensable to the success of your practice.

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