Share it with your spouse. Or lend it to a friend.
$0.00. Seriously.
All of my advising services, including this call, are free. Like most advisors, I earn a standard commission on purchased policies, which means I can provide guidance at no cost to my clients.
Not at all. I don’t believe in pushy, aggressive tactics or the “hard sell.”
In all honesty, as the only investment out there that offers risk-free growth and guaranteed lifetime income, fixed index annuities sell themselves.
My goal for this call is to first determine if this investment is right for you. If so, I’m here to make the process easier by helping you find the right annuity carrier, fine-tune the details, and use smart strategies to maximize future cash flows.
What you can expect is a friendly - and honest - conversation.
For starters, I am a Certified Financial Fidicuary.
That means I’ve taken an oath and official obligation to always put your best interests first. To earn this designation, I had to successfully complete a rigorous certification and training process established by National Association of Certified Financial Fiduciaries (NACFF).
I’ve also worked as an independent retirement advisor for over 20 years.
And, more recently, I became the host of Nevada’s Retirement and Income radio show (where I reach thousands of listeners every week) and the author of the international best-seller Guaranteed Retirement.
This distinction is an important one.
A financial advisor is nothing more than a job title that anyone advising about your finances can use. A fiduciary, on the other hand, is someone who has an obligation to act in your best interest. Here’s why that matters: Advisors without fiduciary status may recommend investments or products that pay them a higher commission instead of those that would best fit your circumstances.
As a result, you could end up paying unnecessary fees, funding annuities that don’t fit your financial plans, and costing yourself tens of thousands of dollars in future income. If you want greater confidence that the person you’re working with is one you can trust, choose a fiduciary.
We’ll meet on Zoom for 45-60 minutesWe’ll meet on Zoom for 45-60 minutes
No problem. Please email me: [email protected]
Independent Retirement Advisor
I work on your behalf, not the life insurance company’s.
20+ Years of Experience
You work with a seasoned advisor who uses the safest strategies.
Certified Financial Fiduciary
I’ve taken on an oath and obligation to put your interests first.
200 Carriers in My Network
You get unfiltered access to the top fixed index annuities policies.
Independent Retirement Advisor
I work on your behalf, not the life insurance company’s.
20+ Years of Experience
You work with a seasoned advisor who uses the safest strategies.
Certified Financial Fiduciary
I’ve taken on an oath and obligation to put your interests first.
200 Carriers in My Network
You get unfiltered access to the top fixed index annuities policies.
and investment products that best fit your financial goals.
When, with fixed index annuities, you don’t have to.
Schedule your free 1-on-1 call today.
And let me help you ease into this next season of your life without financial stress or money shortages.