Special Client Education Event

Please join us for an educational night where we will discuss the product you own! We will review all the features of the #1 most purchased fixed index annuity in America, and how their incredible bonuses can help you and your loved ones. Come review how this product works. You don’t want to miss it!

increase your savings by up to

32%+

over the next 18 months!

Client Education Event:
“Annuities: Premium Bonus And Interest Bonus Updates”

Monday, March 13th at 1:00PM or 6:00P
WAITLIST ONLY
at Clearman’s North Woods:
14305 Firestone Blvd. La Mirada, CA 90638

We’ll cover some timely information, including…

Benefit Flexibility

  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Annuity Bonuses

  • Premium bonuses of up to 32%
  • Up to 250% interest bonuses: how do they work?
  • Protected Income Value (PIV)

Income Options

  • Income withdrawal options: do you need to wait?
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need nursing home or other qualified care
  • Possible inflation-mitigation strategies

Reserve Your Spot Today

This event is a live, complimentary client event along with a discussion and information about your current retirement  products. Bring your questions and enjoy! Hope to see you there.

We’re open for business despite this virus because no one should have financial concerns on top of health concerns.
You can’t quarantine your retirement. We are here to help.

3605 Long Beach Blvd., Suite 310
Long Beach, CA 90807

21151 South Western Avenue, Suite 100
Torrance, CA 90501

14241 East Firestone Blvd., Suite 400
La Mirada, CA 90638

*Backed by the claims paying ability of the carrier.
**Our products offer a reasonable rate of return, over time.

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 website create an agent-client relationship.

By contacting Infinite Insurance & Financial Services, Inc. CA Ins Lic# 0G09901, Isaac Rodarte CA Ins Lic# 0F99524, Serenity Rodarte CA Ins Lic# 0F89624, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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