Looking To Protect Your Retirement Savings?

Curious about how annuity bonuses work? Come find out about some of the latest information on retirement protection options and ways to potentially

increase your savings by up to

32%-42%

over the next 12 months!

In-Office Education Events:
“Retirement Protection & Bonus Options”

REGISTER YOUR SPOT

Legacy Group Planning
Holland, OH Office

1590 Albon Road, Suite 40
Holland, OH 43528

Legacy Group Planning
Findlay, OH Office

15271 US 224 East
Findlay, OH 45840

We’ll cover some timely information, including…

Benefit Flexibility

  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Annuity Bonuses

  • Premium bonuses of up to 32%
  • Up to 50% interest bonuses: how do they work?
  • Protected Income Value (PIV)

Income Options

  • Potential income withdrawals as early as after 10 years
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need nursing home or other qualified care
  • Possible inflation-mitigation strategies

Reserve Your Spot Today

This is an educational in-office event along with a discussion and information about retirement annuity options and products. Bring your questions and enjoy!

Hope to see you there.

REGISTER

Fill out the form below to register!

Light Refreshments provided. Seating is Limited.

Reach Out To Us
Learn More
Get To Know Us

Senior Planning Estate Services, LLC DBA Legacy Group Planning OH Insurance Lic # 40902
Kim Allen OH Insurance Lic # 758135
Scott Allen OH Insurance Lic # 767132

Holland, OH Office

1590 Albon Road, Suite 40
Holland, OH 43528

Archbold, OH Office

103 B Degroff Ave.
Archbold, OH 43502

Fremont, OH Office

410 S. Front Street
Fremont, OH 43420

Findlay, OH Office

15271 US 224 East
Findlay, OH 45840

Adrian, MI Office

325 E. Maumee St.
Adrian, MI 49221

Lima, OH Office

315 N. Elizabeth Street
Lima, OH 45801

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

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