DINNER EVENT!
You’ve attended one of our retirement events before, and at the time, you may have decided that making a change wasn’t right for you.
We understand.
But the world—and the financial landscape—continues to change.
Market volatility, inflation, changing interest rates, economic uncertainty, and global events are giving many people new reasons to think about how their retirement money is positioned.
That’s why PHD Financial would like to invite you back.
Join us for a complimentary dinner and an updated conversation about retirement strategies designed to help protect what you’ve worked hard to accumulate while creating reliable income for the future.
There is currently an opportunity to receive a 35% bonus credited to the Protected Income Value 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.*
It’s an opportunity that may make now an especially good time to take another look.
13455 Maxella Ave., #230
Marina Del Rey, CA 90292
Maybe the timing wasn’t right then.
Maybe your goals have changed. Maybe today’s uncertainty has you thinking differently about market exposure and retirement income.
Or maybe you’d simply like to understand what new options are available today.
Whatever the reason, we’d be happy to welcome you back.
Enjoy a complimentary dinner, bring your questions, and learn whether these strategies may be appropriate for your retirement goals.
We are sorry registrations are now closed, you may call 323-314-4743 or email kimba.phdfinancialservices@gmail.com if you would like to see if there is a cancellation
*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 bonus, is not available as a lump sum. Withdrawals reduce the PIV proportionally. Terms, conditions, withdrawal provisions, and other limitations apply.
IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.
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