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

32%

Complimentary Dinner Seminar:
“Retirement Protection & Bonus Options”

DUE TO HIGH DEMAND

We have added an additional date!

 

Monday, March 27th EVENT FULL – WAITLIST ONLY

Ocean Prime

2915 Coolidge Hwy, Troy, MI 48084

 

Reservations required – seats will go fast!!

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

Reserve Your Spot Today

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.

For additional interested and qualified guests, please call the office. 

We believe in keeping your money safe, helping you obtain a reasonable rate of return and keeping things simple.

Contact INformation

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

IMPORTANT CONSUMER INFORMATION

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Dan Orfin/Orfin & Associates MI Ins Lic# 3227428 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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