6 Common Financial Mistakes

Are you focusing on the wrong thing when it comes to your retirement income strategy? Are you aware of the fees associated with your retirement assets? Do you know what impact a tax increase could have on your retirement income strategy?

6 Common Financial Mistakes That May Affect Your Retirement Plan

We invite you to join our webinar that will focus on six common financial mistakes you may be making and the steps you can take today to help you feel confident about your retirement income strategy.

We'll consider:

  • Creating a retirement income strategy that will provide guaranteed* income through the use of insurance products

  • Misunderstanding the risk associated with market fluctuations

  • Leaving assets to your surviving spouse

  • Tax preparing and not tax planning

  • BONUS: Find out how to tell if your current financial plan is appropriate for your retirement

    ​​​​​​​*Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims-paying ability of the issuing insurer.

  • Daniel Rey

    Webinar Host

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