Understanding Annuities to Grow & Protect your Wealth for Retirement
As an additional bonus… you can have my book, The Financial World, Everything You Should Know About Your Money!”
14 Facts you Should Know About Annuities
“This FREE fact guide to understanding Annuities is taken from my book, The Financial World – An Insiders View. It will help give you 14 facts about Annuities in order to make an educated decision.”
Three Outstanding Facts Are:
Protected from Market Losses
No Fees. Unless you choose a rider!
Creditor & Divorce Proof
More facts are listed in your FREE download!
The Financial World
Everything You Should Know About Your Money!
A dive into the financial service industry & the products most consumers utilize; but, don’t fully understand. A perspective from a career insider with over 20 years of experience from Wallstreet to Mainstreet.
A simplified version of a university equivalent course explaining the basics that even some financial advisors don’t fully grasp. The unique perspective of a street smart native New Yorker explained in everyday language that is easy for all to comprehend and apply.
I have been in financial services for 25 years; I began my career on Wall Street in New York City in 1997. I have been an MDRT agent for many years, I am a published author and have written multiple tax strategies over my career.
I served in the United States Army Reserve for 17 years including multiple deployments.
I am a Free Mason and a Knight of Columbus. I served on the board of the Salvation Army and a local bank.
I was an Investment Banker for two individual Investment Firms and helped fund multiple projects in the United States. I served as the Chief Financial Officer and Compliance Officer for two publicly traded companies and one private equity group.
I have trained over fifty insurance agents and fifty stockbrokers over my career. I currently mange over $220 million dollars of client’s assets.
My interests are now to help families financially protect and secure their future.
Personal Note: Please know that your information will not be sold or used for any other purpose besides my communication with you. Any correspondence that I send will have options for you to unsubscribe at any time. After completing the information above you will be re-directed to another page where you can immediately downlowd the file.
If you have any questions, we do have an active chat box at the lower right of this page.