Debunking Annuity Myths and Misconceptions

Be our Guest! Multop Financial’s Educational Series Continues…

Featuring senior managing officers from several of the largest and most recognized financial companies in the country.

Friday, June 8th, 2018 – Bellingham Golf & Country Club
Breakfast served at 8:30 am | Program begins at 9 am | Event concludes at 10:30 am

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Get ready to clear up:

Myth #1: Annuities are prohibitively expensive.
Myth #2: Annuities provide no additional value when held by a qualified plan or an IRA.
Myth #3: Annuities are not good because gains, when withdrawn, are taxed at higher rates than other investments.
Myth #4: Death benefits are not worth the money.

AS A RETIREE, ARE YOU…

  • Concerned about expenses?
  • Looking for tax deferral?
  • Unsure about your death benefits?
  • Ready to maximize income options?
  • Open-minded to a new perspective?

It’s time to bust the myths and debunk the misconceptions about annuities for the last time! Find out how these insurance vehicles may complement your portfolio needs.

IT’S TIME TO CONSIDER…

Many annuity strategies can provide lifetime income and death benefits to your beneficiaries. Don’t miss this opportunity to learn more about the wide array of annuity options that might be the missing piece of your retirement portfolio.

RSVP to lettie@multop.com or call (360) 671-7891. Space is limited.
Reserve your seat today!

 

This event is funded in whole by Jackson National Life, AIG and Lincoln Financial Group.

Securities and investment advisory services offered through Cetera Advisors LLC, an independent, registered broker-dealer and Registered Investment Advisor. Member FINRA/SIPC. Cetera is under separate ownership from any other named entity.

There is a surrender charge imposed generally during the first 5-7 years that you own the contract. Withdrawals prior to age 59 ½ may result in a 10% IRS tax penalty, in addition to any ordinary income tax. The guarantee of the annuity is backed by the financial strength of the underlying insurance company.