Schedule Your Meeting

Seminars & Events

Schedule Your Meeting Below!

Annuities, The Good, The Bad and The Truth

We will explain ways to avoid costly financial mistakes and ways to maximize your retirement income.
We will discuss:

  • The annuity language and the costs involved- caps, spreads, margins, participation rates, bonus and surrender charges.
  • How to calculate the true fees and expenses on your annuity contract.
  • How to evaluate your annuity, and determine if it is the right one for you.
  • The annuity sales pitches and “scare tactics” to look out for.
  • How to help protect your money WITHOUT buying an annuity!

With your safety in mind, this event has limited seating and reservations are required. This event complies with state recommended guidelines for social distancing, group size and use of masks.

Truffles Café

91 Towne Dr
Bluffton Sc 29910

02/16/2021

6:00pm

Email:
priscilla.johnson@simplystatedrs.com
jay.johnson@simplystatedrs.com
Phone:
Main: 843.960.0080

Physical Address:
158 State St, Suite B
Bluffton, SC 29910

Mailing Address:
P.O. Box 1260
Bluffton SC 29910
We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Our firm is not affiliated with the U.S. government or the federal Medicare program.

Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Simply Stated Retirement Solutions are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection of benefits, safety, security, or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

This information is not affiliated with or endorsed by the U.S. government or the federal Medicare program. By submitting this form, you will be contacted by a licensed insurance agent.

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