Safe Retirement Strategies
By Bob Lindquist
Safe Retirement StrategiesOct 27, 2019
Two examples of Safe Retirement Planning
Two examples of Safe Retirement Planning
In retirement...Guarantees are a must
In retirement...Guarantees are a must
Three favorite ways to generate retirement income...Are they really the best?
Three favorite ways to generate retirement income...Are they really the best?
Caronavirus / Stock market decline...We are in "unchartered" waters
Caronavirus / Stock market decline...We are in "unchartered" waters
Starting with $1,000,000
Starting with $1,000,000
Guaranteed $68,000/yr income OR what has to happen with managed money to have
$68,000/yr income? Guaranteed?
General discussion with John Caton
General discussion with John Caton...
LTC, Group LTC
Disability income, Group Disability income
Can these four basic questions EVER be answered with managed money?
Can these four basic questions EVER be answered with managed money?
Would you prefer your retirement to be stable or fluctuate?
Would you prefer your retirement to be stable or fluctuate?
A client of mine has saved and grown money for 7 years...now it's time for lifetime income
A client of mine has saved and grown money for 7 years...now it's time for lifetime income
Medicare and Tax information for 2020
Medicare and Tax information for 2020
7% growth for income...Guarantees quite a nice lifetime income
7% growth for income...Guarantees quite a nice lifetime income
Wall Street companies are starting to promote annuities
Wall Street companies are starting to promote annuities
Saving money is a lot easier than managing a lifetime of income
Saving money is a lot easier than managing a lifetime of income
Long Term Care needs to be discussed...Being without LTC can wipe out a lifetime of savings
Long Term Care needs to be discussed...Being without LTC can wipe out a lifetime of savings
Your gains in the market aren't yours until you "cash out"
Your gains in the market aren't yours until you "cash out"
Are we delivering the right message
Are we delivering the right message
Take time to get informed...Time to take control of your retirement
Take time to get informed...Time to take control of your retirement
Consider a Long Term Care policy...Another way to protect lifetime savings
Consider a Long Term Care policy...Another way to protect lifetime savings
We can't afford to ignore the potential of the stock market
We can't afford to ignore the potential of the stock market
You have won the game...Protect your retirement
You have won the game...Protect your retirement
Would you rather have guarantees or hope for a 17% return for 3 straight years
Would you rather have guarantees or hope for a 17% return for 3 straight years
The Secure Act effective 1-1-20 and what they mean
The Secure Act effective 1-1-20 and what they mean
Worry is not a financial strategy...Get on offense!
Worry is not a financial strategy...Get on offense!
A great time of the year to get your financial life in order
A great time of the year to get your financial life in order
A general "clean up" of assets is a great value to offer.
A general "clean up" of assets is a great value to offer. A better understanding and a "game plan" is crucial to a "peace of mind retirement"
An annuity lets you "safely" grow your money AND generate lifetime income
An annuity lets you "safely" grow your money AND generate lifetime income
My clients and friends have won the game...give yourselves a pat on the back.
My clients and friends have won the game...give yourselves a pat on the back.
My...how things have changed. Everything is so much more expensive.
My...how things have changed. Everything is so much more expensive.
Making a great Social Security choice is absolutely a must
In this episode Bob talks about the importance of making a good decision with Social Security.
Let's keep it simple...The choices we have when saving for retirement
Bob discusses the choices we have when saving for retirement.
Time to take charge! Don't count on anyone else to make you feel good about your retirement
See how you can take charge of your retirement.
A safe and secure retirement can be yours...You deserve this "Peace of mind"
Kansas City, you deserve peace of mind when it comes to your retirement!
Will your investment broker or your banker guarantee safety and income for life?
True guarantee is what every retirement plan should have!
Our industry (Fixed income products) has so much to offer...most of all guarantees!
Learn more about the guarantees that Safe Retirement Strategies can offer you!
Corporate pensions are on a deathbed
Corporate pensions are on a deathbed - Why? There is a great replacement?
Make your retirement enjoyable
3 retirement rules to live by, and our industry can make your retirement GREAT!
You deserve "peace of mind" when it comes to your retirement plan.
Planning just feels good...you get the "peace of mind" you deserve.
Social Security is a fantastic program that really needs to be understood
Social Security is a fantastic program that really needs to be understood...Better understanding means more lifetime income.
After 10 years of growth...why gamble any longer?
After 10 years of growth...why gamble any longer when you can have "safe growth" and "guarantees"?
You owe it to yourself to enjoy your retirement
In this segment Bob discusses why you should enjoy your retirement without worrying about your lifetime income.
Why don't we hear about these "safe" plans in the financial magazines and media?
Kansas City, why don't we hear more about "safe" plans in mainstream media?
It takes 12.56% return to match our guarantees...Our guarantees come with no stress and plenty of "peace of mind"
A retirement plan with peace of mind does exist!
Most people are "blinded by returns"...Do you really have gains that are yours?
Stop worrying about your returns. You should worry about your guaranteed income!
Are we delivering the right message?
A question we all need to ask when it comes to our retirement.
General retirement ideas / examples
In this episode Bob discusses general retirement ideas and examples and how you can secure your lifetime income.
A retirement plan can be simple...3 bucket approach
Listen to this episode to hear about Bob's 3 bucket approach to retirement planning.
Why do people invest? It has to be for income!
In this episode Bob discusses why people need focus on their retirement income when it comes to investments.
You have to have a goal...otherwise you don't get to where you need to go!
Bob discusses how Seniors must have a goal...otherwise you don't get to where you need to go.
The one thing that can solve a retirees worst nightmare...Lifetime income!
We all need lifetime income. Hear what Bob has to say about turning your retirement savings into lifetime income.
So many different advantages in this perfectly designed retirement vehicle...It's a winner in many ways!
Bob discusses all the advantages to working with Safe Retirement Strategies.