Annuities Unlocked: A Real Estate Agent’s Guide to Smart Financial Planning

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429

Join us for an engaging and insightful session where we break down annuities in a way that’s easy to understand and highly relevant to real estate professionals. We’ll explore behavioral economic trends, bust common myths vs. facts, and dive into the different types of annuities available. You’ll also gain valuable insights into market investment comparisons, surrender value, and how annuities impact your account balance and death benefit.

Plus, we’ll highlight why your benefit base should be a top priority and how guaranteed lifetime withdrawal benefits can provide long-term financial stability. Whether you're looking to expand your financial knowledge or help clients make informed decisions, this class is a must!

Understanding Annuities For Real Estate Agents- 1 Hr CE / TREC Course #49536

Instructed by: Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
[email protected]
W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061

Lunch Sponsor: Kaye McGill, Great American Title
Business Development Manager
[email protected]
281.598.4700, office
713.614.4557, cell

Host or Publisher RE/MAX Universal