You and a guest are invited to join us for an educational workshop.

A free workshop to understand fixed index annuities

Attend This Workshop To Better Understand Fixed Index Annuities

Accumulation And Distribution - How They Both Work To Your Advantage

Caps, Spreads, And Participation Rates And What They Actually Mean

How To Decide If A Fixed Index Annuity Is Right For Your Retirement Plan

"Understanding Fixed Index Annuities" Workshop

Small-Group Workshops in the Heritage Office Center (just off Rogers Road) in Wake Forest

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Frequently Asked Questions

If you are nearing or are in retirement, understanding the potential benefits of a Fixed Index Annuity as part of your retirement plan may be helpful.

This seminar was created to share information about how Fixed Index Annuities work. Everyone’s situation is different, but having expert knowledge regarding how annuities work in retirement helps those who are concerned with not outliving their retirement savings.

We will cover the most common myths about Fixed Index Annuities as well as give clarity to the areas that most people find confusing such as indexing options and crediting strategies.

1776 Heritage Center Drive, Suite 204
Wake Forest, NC 27587

It’s located in the Heritage Office Center just behind Culvers and Mod Pizza on Rogers Road.

The information presented in this seminar can help those nearing or at retirement. Those with investable assets over $250K may find the discussion of fixed index annuities most helpful.

The speakers will be Ed Ray, RICP® and Kenn Yarina who are independent insurance agents that focus on retirement income planning strategies.

GAP Retirement Planning, LLC based in Wake Forest, NC is sponsoring the seminar at their local office.

Absolutely Not. This seminar is strictly educational. The presenters will briefly introduce themselves and GAP Retirement Planning at the beginning of the workshop. Due to the educational nature of the workshop and time constraint, specific individual financial questions can be addressed in a second, 1:1 meeting, if the attendee wishes.

Understanding Fixed Index Annuity workshop

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This is solely an informational presentation and no investments or products will be promoted. The presenters may invite you to a follow-up consultation where financial products may be presented or offered. Please see our FAQ for more information. This presentation has not been endorsed by the Social Security Administration. The seminar presenters are not affiliated with the Social Security Administration or any other governmental organization.

The seminar presenters do not provide specific tax/legal advice and the information presented at this seminar should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

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