Want to be more prepared for the
"what ifs" of retirement?

join us for a delicious meal and some fun!

This event is offered exclusively by Cosaint Retirement Solutions with a Allianz guest speaker Bill Streiff, Senior External Wholesaler!

“ABC’s of Annuity Options (and Bonuses!)”
Tuesday • October 25th
11:30 AM Lunch or 6:00 PM Dinner

1721 W. Canal St, Milwaukee, WI 53233

Messina’s at the Terminal
6001 Stars and Stripes Blvd. New Orleans, LA

Register today and join us

When the “what ifs” of life happen, it's good to be prepared. One way to prepare for the “what if’s” of retirement is to learn about your options for retirement.

We'll Discuss

Benefit Flexibility

  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries 

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Preparing for
Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need nursing home or other qualified care
  • Possible inflation-mitigation strategies

Income
Options

  • Potential income withdrawals as early as after 10 years
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

Annuity
Bonuses

  • Premium bonuses of up to 25% 
  • Up to 50% interest bonuses: how do they work?
  • Protected Income Value (PIV)

This event is a live, complimentary lunch or dinner along with a discussion and information about retirement annuity options and products. Bring your questions and your appetite. Hope to see you there!

We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We are here to help.

Germantown, WI

W177N9856 Rivercrest Drive Suite 212
Germantown, WI 53022

Menasha, WI

1488 Kenwood Drive Suite 105
Menasha, WI 54952

Elmwood Park, WI

3131 Taylor Avenue, Suite 2B
Elmwood Park, WI 53405

Elm Grove, WI

740 Pilgrim Pkwy., Suite 100A
Elm Grove, WI 53122

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Cosaint Retirement Solutions LLC are independent of each other. Insurance products and services and not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting McGarry P. Murray, II. IL Insurance License # 2130744 / WI Insurance License # 2130744 of Cosaint Retirement Solutions LLC IL Insurance License # 3001791820 / WI Insurance License # 3001748080, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. 
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