Retirement Strategy Consultation – Keep Uncle Sam’s Hands Out of Your Pocket

Duration
30 minutes

During this complimentary 30-minute consultation, we’ll help you:

Understand your payout options and potential tax impacts.
✅ Learn how to roll your payout into a Fixed Annuity for guaranteed lifetime income.
✅ Avoid unnecessary taxes, higher Medicare premiums, and market losses.
✅ Create a personalized retirement plan to secure your future.

Preferred Insurance and Justin Wells are here to help you keep more of what you’ve earned and retire with confidence!

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