Fixed Indexed Annuities
Customized Annuity Performance Review
Who’s Your Sherpa?
Creating Your Retirement Roadmap
Writing Your Retirement
Social Security Facts & Tips
Analyzing six potential Social Security stumbles – the biggest one of all
How Longevity in the DNA can boost Social Security
How does MasterPlan work to ensure Social Security max
Social Security Survival
What are some of the biggest myths about Social Security
What are the biggest mistakes you see with Social Security
What can we expect at a Social Security workshop
Complimentary gift or complimentary consultation
How does Social Security integrate with Retirement Planning
How working longer can boost Social Security
What are some traits to look for in a Social Serurity Sherpa
What can an attendee expect from your process
What to expect from the Trump admistiration on Social Security
Licensed Insurance Professional. Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
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BBB Accreditation Standards represent standards for business accreditation by BBB. Businesses based in the United States and Canada that meet these standards and complete all application procedures will be accredited by BBB. The Code is built on the BBB Standards for Trust, eight principles that summarize important elements of creating and maintaining trust in business.
BBB accreditation does not mean that the business’s products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business’ product quality or competency in performing services.
Businesses are under no obligation to seek BBB accreditation, and some businesses are not accredited because they have not sought BBB accreditation.
Guarantees provided by annuities are subject to the financial strength of the issuing insurance company; not guaranteed by any bank or the FDIC.
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Advisory services offered through MasterPlan Retirement Consultants, Inc., a Registered Investment Advisor in the state of Georgia. Insurance services offered through Fricks and Associates, Inc. dba MasterPlan Retirement Consultants. Tax services offered through MasterPlan Tax Services, Inc. The aforementioned are affiliated companies. This material has been provided for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency.
17179 - 2017/12/5