Safe Money First: Your Guidebook to Annuities and Safe Retirement Financial Planning Strategies
By Brent Meyer
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About this ebook
Are you concerned about outliving your money in retirement? Do you wonder if annuities may be right for your retirement portfolio? Not all annuities are equal, and neither are all annuity salespeople. Get straightforward answers, the basics on safe retirement financial strategies, and a non-biased overview of annuities in this guidebook.
Do you worry about having enough money for a comfortable retirement lifestyle? For many Americans, the possibility of outliving their money is a foremost concern -- in some cases, even more than death. It's important to build a strong financial foundation before subjecting your nest egg to risk. Learn how you can prepare for a financially confident future with "Safe Money" strategies, laid out in this book.
Over many years in the industry, Brent Meyer has seen what poor advice leads to: costly mistakes that put retirement dreams and goals at jeopardy. And once a retirement decision is made, it's often irrevocable. If you're considering annuities, don't put your retirement at risk. This book is a quick read, offering real insights on annuities and how they may be suitable for your goals.
Learn about:
• What annuities are, what they offer, and what they don't offer
• How to build a plan which protects the money you can't afford to lose
• Basic, actionable retirement planning stratagems
• The real differences between captive and independent annuity advisors
• The most common mistakes made when buying annuities
This gives a candid take on retirement planning and annuities. You won't find a more straightforward resource anywhere!
Brent Meyer
Brent Meyer is the owner and co-founder of Safe Money Resource and SafeMoney.com. Safe Money Resource is an independent financial services organization specializing in retirement income and wealth preservation strategies. Since 2006, Safe Money Resource has served thousands of clients across the United States. To that end, it has built a national network of the most qualified and trusted, independent 'Safe Money Experts' in the United States.Brent has over 16 years of experience in the insurance & financial services industry. Over the years, he has seen how poor advice can lead to diminished retirement dreams or a reduced standard of living. To empower consumers to avoid these situations, SafeMoney.com was born. Today, he works with an independent affiliate network of top financial and insurance professionals nationwide. He has helped seniors and retirees place over a billion dollars of their hard-earned retirement money into the right Safe Retirement Strategies.The mission of SafeMoney.com is to help you see through the smokescreen of retirement planning and help you get back to the basics, so you can bolster your chances of retirement financial success.Starting SafeMoney.com has not been easy, but it’s been a long time coming. Through careful consumer education, integrity, and transparency, Brent hopes to change the way people, just like you, get the financial advice they need and deserve.
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Book preview
Safe Money First - Brent Meyer
Safe Money First: Your Guidebook to Annuities and Safe Retirement Financial Strategies
Don’t Just Buy an Annuity, Buy the Right Annuity!
Brent Meyer
Copyright © 2013 by Brent Meyer
Published at Smashwords
This eBook is the property of Safe Money Resource, Inc. Unauthorized use and/or duplication of this material without expressed and written approval from this author and/or owner is strictly prohibited.
Smashwords Edition, License Notes
This ebook is licensed for your personal enjoyment only. This ebook may not be re-sold or given away to other people. If you would like to share this book with another person, please purchase an additional copy for each recipient. If you’re reading this book and did not purchase it, or it was not purchased for your use only, then please return to Smashwords.com or your favorite retailer and purchase your own copy. Thank you for respecting the hard work of this author.
Table of Contents
* Introduction
* What is an Annuity?
* Annuity Scams
* What are the Different Types of Annuities?
* Building Your Plan with Safe Money First Principles
& Why
* What are the Rules of 72 and 108?
* What is the Rule of 100?
* Captive versus Independent Advice
* Important Questions to Ask Before Buying an Annuity
* 8 Most Common Mistake Annuity Buyers Make
* Where to