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Spend Down Protection |
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Guaranteed Income |
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Save On Taxes |
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Probate Protection |
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Leave A Legacy |
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Smart Giving |
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Life For The Living |
Earn A Guaranteed Income
As a retiree, you want to accumulate wealth, in order to:
- Take care of your continual needs - for all of retirement
- Pass on as much as possible to your intended heirs
3 STRATEGIES FOR LIFETIME INCOME PLANNING
Through the following three strategies, you are able to accumulate wealth, while passing on as much to your intended heirs.
3 STRATEGIES:
1. Annuitization
This is the process of projecting how long you will live and then justifying how much you can take out – without outliving your income.
2. Tiering
Setting aside money for income now and income later – always replacing what you spent.
3. 4 Ever Pay
The process of receiving a guaranteed income for your lifetime.
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David Appleby ChFC®, CLU®, QFP®, CASL®, CTS™, RFC®, CSA®President of Registered Investment Advisor Qualified Financial Planner Phone: (941) 739-5006 Toll Free: (888) 443-2136 Fax: (941) 866-0998 Email: Click here BeeSure Companies BeeSure Financial ServicesBeeSure Tax Advisors BeeSure Wealth Management, Inc. The Fixed Annuity Shoppe 2048 43rd Ave West Bradenton, Florida 34205 Map/Directions |
