Dedicated to Helping You Approach Retirement with Added Financial Confidence.

Mark your calendar and make plans to attend this upcoming Retirement Income Planning Presentation as we talk about how to Plan for the knows- and unknowns- of life and retirement- and how Fixed index annuities (FIAs) can be a great addition to your retirement and investment portfolio. 

If you are newly retired, planning retirement or experiencing a life change, REGISTER TODAY and join the conversation and learn about "Annuities as an IRA Investment Option"

Together, we will discuss:

1. The knowns and unknowns of life and retirement
2. The Benefits of a fixed index annuity (FIA)
3. How Allianz 222 can help address some of your retirement and life what-ifs.
4. If a FIA is "A Good Fit" to your portfolio

As always, feel free to share this invitation with someone you think might find this information valuable.

5:45-6:00 PM- Check in- Meet and Greet with Light Refreshments
6:00-7:00 PM- Financial Presentation

 Fixed index annuities are long term retirement savings programs. Investors should understand that these products have the potential to offer returns that may be greater than that of fixed annuity products, however, they are not direct investments in the stock market and will not produce returns consistent with the underlying index that they are based upon. Fixed index annuities typically subject an investor to surrender charge periods that last several years, and withdrawals made prior to age 59 1/2 may be subject to a 10% federal tax penalty. Additionally, if purchased within a qualified plan, an annuity will provide no further tax deferral features. All guarantees of a Fixed index annuity are subject to the claims paying ability of the issuing insurance company. The contract, when redeemed, may be worth more or less than the principal amount invested. Fixed index annuities vary greatly, and investors should seek the assistance of a financial professional to determine if a Fixed index annuity is suitable for their personal situation.