
2025 Economic Summit
Retirees Are Winning Big in Today’s Interest Rate Environment
Today’s retirees are in the best position in decades. While CD and savings rates are dropping, the 10-year Treasury rate remains strong, helping annuity providers offer income and growth strategies with principal protection and no market risk.
Retirees can now access benefits not seen since the 1990s:
– Higher guaranteed income
– Stronger growth potential
– Uncapped index participation (Nasdaq & S&P 500)*
– Low or no fees
Learn these Strategies & Creative Income Solutions for IRA’s:
1. New State of the Retirement Industry
2. New Modern IRA Changes & Tax Strategies
3. Impact of New Tax Legislation
4. New Modern Interest Rates Changing Everything
See how local retirees are locking in long-term income and tax-efficient growth without market exposure. We’ll show you practical approaches that prioritize safety while delivering the growth and income you need.
RSVP: Free and open to the public, but space is limited. Call (352) 750-4029 to reserve your spot. We look forward to seeing you there.
