Sept. 29th – Client Edu – Copeland's - Messina's Wealth Managment

Looking to have more flexibility with your retirement dollars? Then, join us for this exclusive dinner event.

“Strategies for Accessing, Protecting* & Controlling Your Money in Retirement”

In this dinner seminar, we’ll cover some timely information, including…

October 4th, 6:00PM

EVENT FULL-WAITLIST ONLY

Client Education Event

Meet Us At

2333 Manhattan Blvd.
Harvey, LA 70058
Please arrive by 5:45PM

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?
Weighing the pros and cons

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?

Annuity Bonuses

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

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

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

This event is a live, complimentary dinner event along with a discussion and information about retirement annuity options and products.

Bring your questions and enjoy! Hope to see you there.

“You Earn It. We Protect It.” We believe in Keeping Your Money Safe, Simplifying Your Plan and A Reasonable Rate of Return

Our Company

Contact Info

Messina’s Wealth Management, LLC MS Lic #1503388

Messina’s Wealth Management, LLC
LA Lic #717402

Dominick Messina
LA Ins Lic# 222159

Dominick Messina
MS Lic #7176300

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*Backed by the claims paying ability of the carrier.