Annuity Presentations

Indexed Annuities: download powerpoint (806Kb)

Annuity Bootcamp (Understanding the basic structure): download powerpoint (2.07MB)

Annuity Retirement Success (For Those In or About To Enter Retirement): download powerpoint (2.91MB)

FIA Agent Training (Upside Protection Without Downside Risk): download powerpoint (2.41MB)

Fixed Annuity (A Tax Deferred Fixed Annuity): download powerpoint (829kb)

General Roth IRA Powerpoint (Tax-Free Retirement): download powerpoint (233kb)

Generic Annuity (Retirement Success): download powerpoint (2.39MB)

Navigating Retirement download powerpoint (957kb)

IRA & 401k (A Great Tax Shelter or A Ticking time Bomb?): download powerpoint (10.6MB)

Lifetime Income FIA (The retirement landscape in America is changing...): download powerpoint (234kb)

Retirement with Life Income (Retirement with Dignity): download powerpoint (9.75MB)

Roth IRA Consumer (Retirement Account Optimization): download powerpoint (5.95MB)

Roth Seminar (The Jump to Tax-Free Income Just Got Easier): download powerpoint (1.22MB)

Roth Split (The Split Annuity Roth Conversion Strategy): download powerpoint (4.45MB)

SPIA (An Immediate Annuity): download powerpoint (1.20MB)

Split Annuity with Income Rider (Income Riders Advanced Planning): download powerpoint (342kb)

Stretch IRA #2 (Getting the most out of your IRA): download powerpoint (1.95MB)

Stretch IRA Plus (Make the most of your Retirement Account for you and for those you care about most...): download powerpoint (2.27MB)

Stretch IRA (New IRA Rules): download powerpoint (2.04MB)

Tax Deferred Fixed Annuities (Surviving the Financial Challenges of the 21st Century): download powerpoint (2.96MB)

Triple Splite #1 (The Split Annuity Concept): download powerpoint (320kb)

Variable Annuities Revealed (Risks, Fees): download power point download powerpoint (918kb)

Wealth Transfer (Effective Wealth Transfer Strategies): download powerpoint (3.7MB)

For more info contact us at 650-787-4076.