Join us for our
educational event:

“Understanding
Your Annuity Policy”

Thursday, Oct. 23rd at 6:00pm
-at-
Zerbo’s Market & Bistro:
3000 E. West Maple Rd.
Commerce Twp., MI 48390

Please arrive by 5:45pm

Menu: Your Choice of: Beef Filet, Salmon or Chicken Piccata

You own an annuity product!
Join us to learn more about your options and what your policy means!

We’ll discuss the options and bonuses available to you as of 2025. Among other things, we’ll discuss with you: 

Benefit Flexibility

  • The benefits of increased flexibility 
  • Securing “guaranteed lifetime income” 
  • Leaving a legacy

 

Growth Potential

  • Increase your interest potential
  • When should you begin taking distributions from your annuity?
  • Selecting a market index

 

Annuity Bonuses

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

Income Options

  • Flexibility in income amounts
  • How holding off on taking payments might affect your retirement 
  • Are you up-to-date on everything?

 

Registration Is Now Closed!

Please call the office with any questions: (248) 669-0609

Bring your questions and your appetite.

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

Contact

Our Office

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