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Our philosophy at Statewide Retirement Planning Co. is to work with our clients through education and information. We feel strongly that this approach will enable our clients to make better and more informed decisions. With this in mind, we have decided to send out a regular newsletter filled with information regarding all aspects of retirement and the retirement planning process. We hope that you enjoy reading these newsletters and are able to use the information to make your retirement years more secure and enjoyable than it otherwise might be.
Please feel free to forward copies to your family and friends.

Double Your Retirement Income & Increase Your Legacy

growing money

The video tells you about a hypothetical client who has $2 million, which could be subject to 55% estate taxes when he passes. This means that his estate could be looking at $550k just in federal estate taxes alone.

The strategy that we used to help him dodge this potential fate is called:

The Income Maximization Plan


You can learn all the details by watching the video.

In summary, with the help of this strategy, we were able to turn his $45k of annual income into $94k of annual income, with 80% of that being tax-free and eliminate the estate taxes altogether).

Click here now to find out the details.
He is planning on leaving $1 million to his daughter and son when he passes away.

Please watch the video to see the story of this hypothetical client whose plans could have potentially been crushed. This could be you.

Call us right away at (954) 781-2220 or fill out the survey here so we can set you up with a top, Retirement Planning Expert who specializes in retirement income planning, who can help you dodge the potential damage to your estate.

Even if you are just reaching out to get more information, THAT IS FINE. We just want you to be informed on the best strategies for your situation. If all you need is a question or two answered, get in touch with us sooner rather than later. We can provide you with that information and more if you so choose. You can have a completely free hour-long strategy session with us to address any and all concerns you have.

We will help guide you in your retirement planning and find the best contractual annuity guarantees** that are most suitable for YOUR unique financial situation.

*Annuity product guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

Call us now at (954) 781-2220 or email us at: StatewideRetirementPlanning@gmail.com or fill out this short surveyfor details specific to your situation.

 

wheel Call Statewide Retirement Planning Co. at (954) 781-2220 or Fill out the short survey HERE. That will put you in touch with a licensed advisor who specializes in retirement income planning.

ASSET PROTECTION

INCOME PROTECTION

LEGACY PLANNING

HEALTHCARE PLANNING

 Cl'ck here to receive information on a new workshop program, being taught nationwide, with fantastic success in educating folks on the Hows and Whys (the ABC’s) of conservative investing, saving, and planning your retirement nest egg to provide you with the retirement lifestyle you planned on. If done correctly, you will not be concerned with any outside influences such as the stock market, the price of gold, the price of oil, Iran, etc. etc. You will be able to sleep very well at night and not worry about having to go back to work. Your principal will be protected and you will NEVER lose any of your principal due to market variations EVER. You will be able to reap SOME OF THE MARKET GAINS WITH NONE OF THE MARKET LOSSES without having to make any buying or selling decisions. It will be automatic and run on autopilot. You will have your own “Personal Pension Plan.” This 6-9 hour workshop is finally coming to Broward County. Cli’ck Here for more details.

I also invite you to Cli’ck here to begin the process of scheduling a FREE strategy session with one of our licensed agents who specialize in retirement planning. You will also receive a custom income-for-life illustration.

This educational article is not designed to be a recommendation to buy any specific financial product or service.Check with your financial advisor or Statewide Retirement Planning Co. before making any decisions.


**8 hour Retirement Planning Workshop: New Conservative Retirement Planning Techniques In A Bear Market. Cl'ck here for details. **

Cli'ck Here to Get Your FREE gift that will help you plan for long-term care expenses. and your income for life illustration.

Go To SMARTMONEY Newsletter Archives

Website:  www.StatewideRetirementPlanning.com

 

Review our Highly Acclaimed Videos:
Review 13-minute video “Retirement Made Easy”

Review our 10-minute video “Paycheck For Life”

Review our short 2-minute video on THE SMART, NO-COST way to "Protect Your Wealth From Poor Health"

Contact us to receive your free customized, guaranteed Income-For-Life Illustration. Call us at (954) 781-2220 or email us at swinspro@gmail.com. We can start you on your path to financial security today! There is absolutely no obligation. 

Statewide Retirement Planning Co.
(954) 781-2220
www.statewideretirementplanning.com
smartmoneypro@gmail.com

PS- We would appreciate any feedback or comments that that you may have.
The purpose of this newsletter is to provide information and education about industry trends to our clients, potential clients and other professionals. Information about product offerings, services, or benefits is illustrative and general in nature. While every attempt is made to ensure the accuracy of the information provided, we do not guarantee the accuracy of the information.

This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. Please consult with a professional specializing in these areas regarding the applicability of this information to your situation.

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