SoCali4niaInsurance- Brian J Stidham

SoCali4niaInsurance

Slide 1- Ready For Retirement?
READY FOR RETIREMENT?
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Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Find solutions to help you pick your correct plan of actions.

Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Find solutions to help you pick your correct plan of actions.

Are you approaching retirement?
Are you currently on the right path?
Do you seek guidance in helping you reach your goals?
Are you looking for solutions to help you pick your correct plan of actions?

Slide 2- Start Planning For Retirement
START PLANNING FOR RETIREMENT
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No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

No matter what your future plan for living a long life is, seeking financial security is key. Weigh the challenges and opportunities between your shorter-term goals, passions, and barriers.

Slide 3- Retirement Income
RETIREMENT INCOME
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There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

There are three factors that will impact your retirement income, taxes, inflation, and health care. Don't be left short of income when planning your retirement.

Slide 4 - Maneuvering Financial Barriers
MANEUVERING FINANCIAL BARRIERS
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Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Position a portion of your portfolio to deliver lifetime income. It can help address:
• Income
• Consumption gap
• Risk tolerance
• Guaranteed income sources

Slide 5- Outliving Your Money
OUTLIVING YOUR MONEY
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Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

Will you need a separate or an additional source of income to supplement your Social Security, Pension, IRA, or 401(K)?
An Annuity can provide you with a guaranteed income stream for life!

"Your future may hold more financial obstacles than your past. Start planning for the future today."

annuity | Life Insurance

Annuities can provide a guaranteed income stream for life. A Life Insurance policy death benefit can provide financial security for your family by replacing lost income and covering expenses. There are specific types and options designed to benefit different needs or protection.

life insurance protection
Immediate Annuities
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living in retirement
Immediate Annuities

Immediate income annuities can offer peace of mind with a source of guaranteed income that will last as long as you want, or as long as you live.

Immediate income annuities can offer peace of mind with a source of guaranteed income that will last as long as you want, or as long as you live.

Immediate Income Annuities can offer a peace of mind with a guaranteed income source that will last as long as you want (period of time), or as long as you live.

Deferred Annuities
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SAVING FOR RETIREMENT
Deferred Annuities

Deferred annuities can help you save more for retirement and defer taxes. They are available in both fixed and variable varieties, and can be customized with options to fit your needs.

Deferred annuities can help you save more for retirement and defer taxes. They are available in both fixed and variable varieties, and can be customized with options to fit your needs.

Deferred Annuities can help you save more for retirement and defer taxes. They are available in both fixed and variable varieties, and can be customized with options to fit your needs.

Fixed Annuities
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guaranteed income and growth
Fixed Annuities

Fixed Index annuities offer guaranteed income, principal protection, ta-deferred growth, liquidity benefit . They create a future stream of income while helping protect your assets from market fluctuations.

Fixed Index annuities offer guaranteed income, principal protection, ta-deferred growth, liquidity benefit . They create a future stream of income while helping protect your assets from market fluctuations.

Fixed Annuities offer guaranteed income, principal protection, tax-deferred growth and liquidity. They create a future stream of income while helping protect your assets from market fluctuations.

Fixed Indexed Annuities
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approaching retirement
Fixed Index Annuities

Fixed Index annuities offer guaranteed income, principal protection, ta-deferred growth, liquidity benefit . They create a future stream of income while helping protect your assets from market fluctuations.

Fixed Index annuities offer guaranteed income, principal protection, ta-deferred growth, liquidity benefit . They create a future stream of income while helping protect your assets from market fluctuations.

Fixed Index Annuities is a long-term savings option that provides principal protection in a down market and opportunity for growth. They offer higher interest rates and compounded earnings while deferring income taxes.

Life Insurance
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Life Insurance

You can't foresee everything in life, but you can prepare. When you purchase Life Insurance, you help provide financial reassurance for the next generation.

Final Expense Insurance
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Life Ending
Final Expense Insurance

Final Expense (Burial) Insurance can help take care of your final expenses, outstanding medical bills, or debt that you may leave behind following your death.

Final Expense (Burial) Insurance can help take care of your final expenses, outstanding medical bills, or debt that you may leave behind following your death.

Final Expense (Burial) Insurance can help take care of your final expenses, outstanding medical bills, or debt that you may leave behind following your death.

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opportunity cost

What is Opportunity Cost? Learn how it works and how it can help you build wealth for a sustainable future during retirement.

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