Additional Resources

Can You Afford Losses In Your Retirement?

A 50% loss of your retirement account means you have to double your money (receive a 100% return) just to be whole again.

Think about it. If you have $100,000 and lose 50%, you’re left with $50,000. Now you’re left with the insurmountable task of going from $50,000 back to your original deposit of $100,000; a return of 100%! How long do you think that will take? Two years? Five years? Ten years or more? What if you experience additional losses in the process of trying to get back to even? What if you’re drawing income from this account? What kind of impact will that have?

We believe that the best way to make a dollar is to keep it. Retirement is a critical time and most retirees simply don’t have the time to recoup losses in their portfolios. Let us show you how we help our clients achieve a reasonable rate of return, in many cases averaging 4 to 6%, and without ever subjecting their retirement accounts to losses due to market correction or volatility– guaranteed!

Learn about this and much more, in Matt’s book, The Retirement Shield. Request your complimentary copy now!

Click Here to Download a Quick and Easy to Understand FIA Basics Fact Sheet

You can click the following button to get access to your free quick PDF to get a better understanding about how FIAs can be an effective tool for your retirement planning!

RISA®, which stands for Retirement Income Style Awareness, is a 15-minute assessment designed to help you more clearly understand which retirement income strategies align most closely with your preferences. Think of it as a counseling session between you and your retirement income plan with clear next steps, so we know where to begin and how to implement your plan. Please click on the RISA image and you can access this assessment at NO COST! (Normally $30)

Looking for Answers?

Please download our FREE Safe Money Guide so you may learn more about Safe Money options in retirement so you can achieve and have the retirement you deserve!

This FREE Guide provides you with an in-depth understanding from a team of experts about annuities to see how they could help you and your family work towards your financial and retirement goals. Click the below link to get started and download your copy today!

Your Updated Retirement News Feed

Click any of the links on this page from our live Indexed Annuity Leadership Council feed that provides you with the most up-to-date retirement news. 

These articles can help you gain a better understanding for best retirement practices, investment insights, planning for your future, what’s currently going on with the market and how that impacts your future retirement and much more! 

Sign Up for Our Bi-Monthly Magazine FREE of Charge

Please fill out the following form to be added to our FREE bi-monthly magazine list providing your name, full address, email and phone number. 


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Listen to the Retirement & Income Radio Show!

Tune in and listen to our founder, Matt Richman, every Sunday morning on WHO 1040am radio at 9:30am for Retirement and Income Radio!!

Do You Know the Right Questions to Ask Before Purchasing a Fixed Indexed Annuity?

Consider the following important questions to ask yourself or your financial professional, before purchasing a fixed indexed annuity (FIA). Click here to download the Retirement Planning Checklist PDF to make sure your retirement is on track!

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DISCLAIMER: The content presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death benefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.