Workshop Presentations

Our workshop on Social Security focuses primarily on how benefits are taxed and for those attending your workshop that have not turned benefit on yet we will give them powerful insight into one fact that so many Social Security presentations miss!  We will also dive into the stability of the Social Security system and give them a wonderful back-up plan in the event that our wonderful politicians to end up bleeding this program dry.

In the Guaranteed Retirement Income workshop we will focus mainly on the comparison of guaranteed options for income compared to non-guaranteed.  We will talk about FIA's with income riders and share other strategies that can give them even more income for the same money.  We will be very proactive about addressing commissions.  We have found a powerful point of view concerning the comparison of FIA commissions to AUM commissions that is awesome!