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Lifetime Income Products
Lifetime Income Products
When:Workshop on 04/23/19
Where: SGL Financial
Cost: Free
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Workshop Summary

We hope you’ll join us for this fun and informative complimentary event: Lifetime Income Products

With life expectancies rising every year due to improvements in science and medical technology, more and more pressure is being put on portfolios to last 30-40 years during retirement. In this educational workshop series, join us as we review the basics of lifetime income products. Discover how they work, where they fit it and recent developments in how these products work and function.

Some of the topics to be discussed:

  • What types of annuities work best for income
  • Common misunderstandings about annuities
  • How product design has evolved in recent years
  • Recent research on the value of “longevity insurance” within your retirement portfolio
  • A summary of all pros and cons for review
  • How to identify good and bad annuity products
  • When you should avoid purchasing annuities

If you’re interested in learning how these products can help ensure retirement income for as long as you live – and without any market risk - we encourage you to join us for this informational learning event!

A pasta dinner & wine will be served! Space is limited, so register today!

Workshop Date / Times
Dates Times Notes
Upcoming Times
Tuesday,
4/23/19
6:30 PM to
8:30 PM
Session 1 of 1 Register
See Current / Past Workshop Dates
Tuesday,
4/16/19
6:30 PM to
8:30 PM
Session 1 of 1
Workshop Host

Gabriel Lewit, CEO & Steve Lewit, President

In this month’s free educational workshop, SGL Co-Founders Steve and Gabriel Lewit will examine the inner workings of available lifetime income products.

Steve and Gabriel provide their clients with over 35 years of collective wisdom, and as fiduciary advisors, they always put your best interests first.

Location

SGL Financial

1130 West Lake Cook Road
Suite 150
Buffalo Grove, Illinois 60089

Get Directions

Payment / Security
We accept:
Visa Discover MasterCard American Express
For Your Security
Accept Credit Cards
Support / Questions

Early registration is encouraged as seats fill up quickly. Please don’t hesitate to call us for assistance with the registration process.

Contact: 
Joe Cordaro
847-499-3773