Thursday, June 30, 2016

Generating inflation-adjusted retirement income using the least amount of the portfolio

Beyond using annuities and life insurance for retirement income or death benefits, do you know how to generate inflation-adjusted income for clients using the least amount of the portfolio?

Partners Advantage is hosting a special two-day intensive workshop that provides financial professionals with some of today’s most powerful retirement income strategies. This is especially focused on providing advanced strategies for dual licensed - securities and insurance licensed professionals! It’s an incredible opportunity to help take your knowledge base and skills to the next level! 

These are advanced concepts to help address clients’ income and tax challenges in retirement. Partners Advantage is sponsoring ThriveU Workshops with Curtis Cloke. Workshop to be hosted in Irvine, CA on August 11-12

Contact the Partners Advantage Brokerage Team for more information: 
888-251-5525, Ext. 700.

Only a limited number of seats are available. Request information here.
Fill out my online form.

These events will feature:
Curtis Cloke, CLTC, LUTCF, RICP® and Adjunct Instructor at The American College is an award-winning financial professional, keynote speaker and author. He is an early pioneer and advocate for deferred income annuities (DIAs). His contribution toward the discovery, development and delivery of the power of the DIA in retirement plans has been widely acknowledged and embraced as part of the retirement income puzzle by the financial industry. Curtis is the founder and CEO of Thrive Income Distribution
System, LLC, launched in 2009, which helps advisors and clients create more income utilizing less of the client’s portfolio.

Charlie Gipple, CLU,® ChFC® is the Senior VP of Sales & Marketing at Partners Advantage. He has a track record of helping agencies and financial professionals bring about “Causation of Sales.” Prior to joining Partners Advantage, he served as the national director of index products at Genworth and also spent 11 years at ING leading a number of diverse product lines and distribution channels. He is well recognized in the annuity and life insurance industry as a speaker and has extensive experience with index products, financial markets, financial legislation, behavioral finance and the positioning of insurance products.

Oscar Toledo is the Manager of the Platinum Service Team at Partners Advantage. He has spent 17 years in the insurance industry as a business consultant and in personal production. He has helped many agencies grow their life, annuity and linked benefits business by providing innovative sales concepts, extensive product knowledge and superior support.

For Financial Professional Use Only. Not for use in solicitation or advertising to the public.

Securities registration may be required for some strategies. Partners Advantage and its representatives do not provide legal or tax advice. Please encourage your clients to see advice from their tax advisor or attorney for their individual financial situation.

The third party information and opinions included in this training have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by

Partners Advantage. The material is being provided for information purposes only and is not a solicitation for the purchase of any product, nor should it be construed as advice designed to meet the particular needs of clients. Financial Professionals should ensure they continue to follow the current policies on the use of any advertising, third-party materials and/or social media as required by their broker/dealer and registered investment advisor, if applicable, and the insurance carriers they represent.