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My New Retirement

Experience a modern retirement strategy designed to offer:

  • Protection from market downturns through index crediting
  • Potential for tax-advantaged income in retirement
  • Flexible income options that adapt to your needs

This could be one of the most important financial strategies you explore for your future.

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Protect Your Savings from Market Volatility

Did you know you can participate in stock market growth potential while protecting your account from market losses through index-linked crediting strategies?

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Reduce Your Tax Exposure

Explore IRS-approved strategies to accumulate and access money on a tax-advantaged basis, helping you keep more of what you earn and grow.

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Create Lasting Cash Flow

Build a plan designed to generate ongoing income for as long as you need it—with the flexibility to adjust as your life changes.

Growth Potential with Downside Protection

Access the potential for market-linked gains without being directly exposed to market downturns, while maintaining safeguards through an indexed strategy with a 0% floor.

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No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!

I am a business owner, trusted advisor, investor and a certified financial planner (CFP) with over 20 years of experience in business consulting helping business owners grow, protect and transfer wealth. I am passionate about creating value for business owners and advancing the circular economy, while delivering social and environmental benefits to the communities we serve. I partner with clients to protect health and wealth, working side by side to achieve your retirement goals.

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The My New Retirement™ Webinar

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Growth with Protection

You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.

Tax-Advantaged Retirement Income

This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.

Reliable Income for Retirement

When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.

Take advantage of this incredible strategy today!

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