Enhance Your Retirement Strategy

Let’s talk about an opportunity to strengthen what you’ve built.

A RETIREMENT STRATEGY BUILT AROUND YOUR GOALS

Growth still matters. So does protecting and adding to what you have.

If you’re like most people nearing or in retirement, that balance becomes the priority. That’s exactly what a Fixed Indexed Annuity is built for: growth tied to a market index, with your principal protected from market losses.*

What this could mean for you:

Qualifying deposits start at $20,000 – with opportunities for additional qualifying contributions during the promotional period*

How it works

It starts with a conversation. We’ll look at your accounts and your goals together, and if this fits, we’ll walk through exactly what it could mean for your situation. If it doesn’t, we’ll tell you that too — either way, there’s no obligation.

Learn more about this opportunity.

We value your privacy. Learn why we collect this info & use it.

FAQs

Am I eligible?

Deposits start at $20,000, including funds from certain existing accounts. We’ll confirm together.

Is my principal at risk?

No — it’s protected from market losses under the terms of the annuity contract.*

Is there a deadline?

Yes. This opportunity is available for a limited time.

Does this meeting cost anything?

No, it is complimentary, no obligation.

*Backed by the claims-paying ability of the issuing carrier. Bonus added to Protected Income Value. Full terms, fees, and eligibility details available
upon request.

Insurance products and services are offered by Orfin and Associates, Inc., MI Insurance Lic. #18353200 and Daniel Orfin, MI Insurance Lic. #3227428.
Daniel Orfin is also an Investment Advisory Representative and offers advisory services as MiPro Wealth Management, Inc., which operates through
Gibbs Wealth Management (GWM), an SEC-registered investment adviser. GWM is not affiliated with MiPro Wealth Management, Inc.