Скачать или смотреть 5 Annuity Mistakes That Could Hurt Your Retirement Security

Join Joe Overfield from Intelliplan Financial as he reveals five common mistakes people make when a financial advisor suggests annuities for retirement.

Discover how strategic annuity planning can help enhance your financial security when properly integrated into your holistic retirement plan.
Key Topics Covered:

• Why dismissing annuities based on headlines and misinformation can be costly
• The critical shift from growth-focused to income-focused planning
• How to balance liquidity needs with retirement security
• Understanding annuity fees versus the value and protection they provide
• Why annuities work best as part of a diversified strategy, not "all or nothing"
• How The Bucket Plan® approach integrates annuities strategically
• The importance of working with fiduciary advisors for personalized guidance

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ABOUT INTELLIPLAN FINANCIAL: Based in Columbus, Ohio, Intelliplan Financial specializes in holistic financial planning with a focus on creating comprehensive retirement strategies. We help successful professionals make informed decisions about fixed indexed annuities and other retirement income solutions through our strategic Bucket Plan philosophy.

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DISCLAIMER:
Financial Planning and Advisory Services are offered through Prosperity Capital Advisors ("PCA") an SEC registered investment adviser with its principal place of business in the State of Ohio. Intelliplan Financial and PCA are separate, non-affiliated entities. PCA does not provide tax or legal advice. Insurance and tax services offered through Intelliplan Financial are not affiliated with PCA. Information received from this video should not be viewed as individual investment advice. Product discussions and illustrations are hypothetical in nature and will vary based on many factors including, but not limited to, age, health, product, insurance carrier and product design. You should consult the insurance carrier website and policy for detailed information. Content may have been created by a Third Party and was not written or created by a PCA affiliated advisor and does not represent the views and opinions of PCA or its subsidiaries. For information pertaining to the registration status of PCA, please contact the firm or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). For additional information about PCA, including fees and services, send for our disclosure statement as set forth on Form ADV from PCA using the contact information herein. Please read the disclosure statement carefully before you invest or send money.

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