The Nitty Gritty of Annuities

AGENDA

PRIM Theory – What income approach works best based on the latest research.
Under the PRIM Hood – The purpose and mechanics of each PRIM part and how they work hand in hand.
PRIM Income Driver Options – How to choose products and strategies for each of the PRIM drivers so your machine hums efficiently over the years.
PRIM Tax Efficiency – Building a PRIM to minimize taxes under the new tax rules.
PRIM’s Impact on Gamma – Gamma is enhanced growth, income and preservation capture which arises from better financial decisions. You will learn how PRIM is the ultimate Gamma booster.

FEATURED PRESENTERS

As a CERTIFIED FINANCIAL PLANNER™, Gabriel's top focus is helping his clients craft a simple yet comprehensive retirement plan - a plan that achieves a sufficient growth rate, generates enough income to last through retirement and helps to ensure...

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The Nitty Gritty of Annuities

SGL Financial

Gabriel Lewit, CFP®

SGL Financial