35% BONUS
ONE NIGHT. BRING THE PEOPLE YOU CARE ABOUT.
You're invited to a special PHD Financial Client Bring-a-Friend Dinner:
As a PHD Financial client, you already know what we mean when we talk about “safe money”—retirement strategies designed to help protect your principal from market downturns while creating opportunities for future income.
Now we’re inviting you to learn about an exciting opportunity with one of our most popular retirement income strategies—and we want you to bring the people you care about with you.
Tuesday, August 25th
6:00 PM Waitlist Only
6:00 PM
2121 Rosecrans Ave., Ste. 1399
El Segundo, CA 90245
A LIMITED-TIME 35% BONUS OPPORTUNITY
Right now, there's an opportunity to receive a 35% bonus credited to the Protected Income Value (PIV) used to calculate future lifetime income.*
For Example:
With a qualifying $100,000 contribution, an additional
$35,000
may be credited to the Protected Income Value.*
That’s an opportunity we want our clients to know about—and one we think is worth sharing with family and friends.
WHY NOW?
Market volatility. Economic uncertainty. Inflation. Global events.
There’s no shortage of reasons to wonder what could happen next.
While no one can predict the future, you can explore strategies designed to help protect a portion of your retirement money from market downturns.
BONUS TIME IS LIMITED
The 35% bonus opportunity may not be available indefinitely, so don't miss this chance to learn more.
DON'T COME ALONE!
Bring your spouse and up to TWO additional guests.
This is your opportunity to introduce the people you care about to Pamala Henderson and the PHD Financial team.
You already know why protecting a portion of your retirement money can be an important part of preparing for the future.
Who do you know who should hear this information too?
Bring your family members or friends. We’ll provide the dinner and information, answer their questions, and introduce them to the “safe money” concepts you’ve already come to know.
There’s no pressure and no obligation.
Just good food, useful information, and an opportunity to share PHD Financial with people who matter to you.
At this special dinner, we'll discuss how this strategy can provide:
Principal protection from market downturns
Protection of previously credited interest from future market downturns
Tax-deferred growth potential
Multiple allocation options for added flexibility
Lifetime income options
The potential for income increases when the contract earns interest
Enhanced income under certain qualifying health circumstances
A death benefit for your beneficiaries
And the current 35% bonus opportunity
Reserve your seats today.
Remember: You may bring your spouse PLUS up to two guests!
Our Company
Contact Info
- 310-997-2505
- pamalahenderson@att.net
- 1620 Centinela Avenue, Suite 207 Inglewood, CA 90302
*Example assumes a qualifying $100,000 contribution. The 35% premium bonus is credited only to the Protected Income Value (PIV), which is used to calculate lifetime income. The PIV, including the value of the bonus, is not available as a lump sum. Clients will not receive the bonus if the contract is fully withdrawn or traditional annuity payments are taken. Withdrawals reduce the PIV proportionally. Withdrawals are subject to ordinary income tax and, if taken before age 59½, may be subject to a 10% federal additional tax. Bonus products may include higher withdrawal charges, longer withdrawal charge periods, lower rates, or other restrictions compared with similar products without a bonus. Other terms, conditions and limitations apply.
By contacting Pamala Henderson, CA Insurance Lic. #OH30144, HI Insurance Lic. #519438, AZ Insurance Lic. #16136952, WA Insurance Lic. #943565, FL Insurance Lic. #W727217/PHD Financial & Insurance Services, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.