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Consumer Brochures

Social Security & Retirement Information Brochures

Download our informational brochures to find out more about Social Security benefits and how a Fixed Index Annuity can help chart your course for retirement!

 

What You'll Discover:

 

  1. Should I consider Fixed Index Annuities as part of my retirement strategy?

  2. Will I have enough income for my retirement when considering inflation, health care & social security benefits?

  3. How do I determine what my estimated Social Security income benefits will be at retirement?

  4. How does life expectancy factor into what my benefits may be and how do I estimate my life expectancy?

  5. Will my retirement benefits be adjusted for inflation?

  6. When should I consider to start collecting Social Security benefits for retirement?

  7. Are my Social Security income benefits taxable?

Download Our No-Obligation

Complimentary Brochures

Why Fixed Index Annuities? | Social Security Quick Facts |  Empowering Today's Woman

*Please note that Simply Secure Financial and their representatives can provide information, but not give tax or Social Security advice. Consumers should seek guidance from their tax advisor or the Social Security Administration regarding their particular situation. Simply Secure Financial may be able to identify potential retirement income gaps and may introduce insurance products, such as a fixed annuity, as a potential solution.

 

Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.

Contact us today for a no-obligation financial review!

We are dedicated to providing financial guidance and wealth strategies that are designed specifically for you. Simply put, we strive to be our client's trusted financial advocate.

E7747 Cut Off Rd · New London, WI 54961
Phone: 810.434.4222 · Email: info@simplysecurefinancial.com

Simply Secure Financial and June Kirby are not affiliated with or endorsed by the U.S. Government, any governmental agency,
or any federal benefits programs discussed herein. Your personal specialist at Simply Secure Financial may offer insurance
services, and as such, is a licensed insurance professional with training and experience in federal employee benefits.

© 2020 SIMPLY SECURE FINANCIAL. ALL RIGHTS RESERVED.