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Navigating Retirement Unknowns

Host/Speakers:

  • Bernie Casey, Business Development Annuity Wholesaler, Crump
  • Brad Schwarz, Vice President, Regional Sales Manager, American Equity

Please join us as we kick off June Annuity Awareness Month to discuss potential solutions to navigating retirement unknowns. Brad Schwarz, Vice President, Regional Sales Manager, from American Equity will review possible strategies and product solutions for these retirement unknowns. During this call, we will discuss the following:

  • How to convert retirement plan assets accumulated to predictable income 
  • What strategies are available to protect and continue to grow client assets in today’s market
  • What options are available, so clients don’t outlive their income
  • Will your clients’ retirement plan be able to keep pace with the cost of living?
  • Managing the impact of taxes on your client’s retirement plans

Reserve your spot today!

0522 ANNU22-10988-A  0523


All guarantees subject to the claims-paying ability of the issuing carrier.

For Financial Professional Use Only. Not intended for use in solicitation of sales to the public. Not intended to recommend the use of any product or strategy for any particular client or class of clients. For use with non registered products only. Crump operates under the license of Crump Life Insurance Services Inc., AR license #100103477. Products and programs offered through Crump are not approved for use in all states.  

Copyright © 2022 Crump Life Insurance Services Inc.