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!

Complimentary Dinner Seminar:
“Growing Your Money Safely for Retirement”

~~March 14th & 16th, 6pm at Black Pearl:~~
SOLD OUT
~~March 20th, 6pm at Cooper’s Hawk:~~
SOLD OUT
~~March 21st & 28th, 6pm at Mancy’s Ideal:~~
SOLD OUT
~~March 23rd & 30th, 6pm at Mancy’s~~ ~~Steakhouse:~~
THIS LOCATION IS NOT HANDICAP ACCESSIBLE:
SOLD OUT

We are sorry, events are all full. See you next time!

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

Sorry we are full!

This event is a live, complimentary event along with a discussion and information about retirement annuity options and products. Bring your questions and enjoy! Hope to see you there.

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.

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