Additional Resources

Worried About Retirement? Secure Your Future With an Ironclad Strategy

Navigating the future can feel overwhelming. Many people fear running out of money, facing unexpected taxes, or bearing the cost of care. These fears can loom large as you approach retirement. But what if you could face the future with confidence? You can: 

  • Protect your savings from market volatility
  • Minimize your tax burden
  • Plan for long-term care expenses
  • Ensure your money lasts as long as you do 
  • Safeguard your peace of mind

As a young adult, Matt Richman watched family members suffer through the global financial crisis. Today he’s a trusted retirement specialist who protects his clients against market volatility, inflation, and market downturns. In this book, Matt guides you through creating an ironclad plan to protect your future. Inspired by the real-life struggles and successes of those he’s helped. Matt shares not just strategies but stories – proof that with the right plan, a secure and vibrant future is within your grasp. 

It’s time to embrace your retirement adventure with confidence. From protecting your savings to planning for the unexpected, this book breaks down complex financial concepts into simple, actionable steps. Open up this book and embark on your journey to a secure and incredible future. 

Request a Free Copy of Matt's Book

Matt's National Best-Selling Book!!

Could Your Tax Bill in Retirement Be Too Big?

Find out in 30 seconds by clicking the link below and filling out some basic information to use our potential tax bill calculator! 

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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!

Download the Guide

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! 

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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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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!

Get Your FIA Basics PDF

Request a Free Copy of Matt's Best-Selling Book Here

Please fill out the following form to receive your free copy of Matt’s National Best-Selling Book! 

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!

Get Your Retirement Planning Checklist

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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.