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Home » Workshops » Upcoming Workshops

Annuity Maximization &
Enhanced Income Strategies

Join noted financial advisor Gary Raab for an exclusive luncheon event to learn about the concept of maximizing your existing annuity contract as well as enhanced income strategies.

Some of the key points Gary will address are:

  • Why we believe you should never die owning a deferred annuity
  • Learn the latest strategies on how to create a guaranteed* lifetime income that, should you qualify, could approach 6.5% while protecting your principal.
  • Is your annuity outdated? How does it compare to what we believe is possibly the best annuity strategy in the market today?
  • How to provide a guaranteed* income stream for your spouse or child, at the lowest cost to you, while maintaining control of the asset while you’re alive.
  • Learn, in our opinion, the #1 mistake consumers make when owning/purchasing a deferred annuity.
  • How to turn taxable annuity gains into tax-free long-term care benefits.
  • Why it may not be a good idea to have a trust as the beneficiary of a deferred annuity.
  • How to avoid income and estate tax on your annuities and IRA’s which may enable you to double or even triple the value, tax-free to your heirs.
  • The “ULTIMATE ANNUITY ALTERNATIVE” … Something you need to know about!

  • Our Calendar of Events

    Click here to see all of our workshop topics

    To Register:
    Call us at (800) 837-8848
    or fill out the form below

    PLEASE NOTE: A representative of Nye Financial Group will be contacting you to confirm your reservation.

    Fill out my online form.
    About nye financial group

    Our Firm

    Nye Financial Group has been serving Northeastern Ohio and Florida’s West Coast for nearly 30 years.

    In the Media

    Constantly keeping you in the know. Listen to “The Retirement Planning Show with Rick Nye” from 7-8 a.m. Saturdays on WTAM 1100.

    Educational Workshops

    View our calendar of upcoming events. We invite all clients, referrals and pre-qualified visitors to attend our events.

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    We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

    Nye Wealth Management LLC - Important Disclosure

    *Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.

    The Retirement Income Planning Checklist Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.