My mission is “Empowering Individuals, Families and Businesses to Plan, Enrich & Protect Their Assets." And that is the bottom line- peace of mind and security for each of my clients! Time and again, surveys show a top concern for pre-retirees is longevity risk. In one survey conducted for Allianz Life in 2017, 63% of respondents said they feared running out of money in retirement more than they feared death. For those who do not want fear and worry to be a factor during retirement, then a guaranteed lifetime annuity is an obvious choice for financial freedom. Send Me, I can help!
I am requesting funds in the amount of $300,000.00 which is needed to prepare materials, travel and make presentations, in order to realize my vision of enjoying great success doing what I'm passionate about. As my mission states "“Empowering Individuals, Families and Businesses to Plan, Enrich & Protect Their Assets" with invaluable "Exit Plans" providing genuine peace of mind and security is my passion.
I want and need to travel the country to do it where I can get great exposure and access to additional resources as well as the right demographic communities. Limited exposure is my primary challenge to helping people to plan more effectively. My ideal prospects are between 40 and 75 who need a better plan. I assist people with protecting their assets from their health to wealth related "Exit Plans" with lifetime income and guarantees though Fixed Income Annuities (FIA's).
My need for money is to present at and or Sponsor:
The Greater Houston Women's Chamber of Commerce; Women in Leadership Conference, Florida; One Woman Fearless Summit, Kenya;
The Black CEO, Georgia, California Conference for Women; National Women's Conference; The 2023 Worth Women Conference, North Carolina; Women of Silicon Valley Conference; The 2023 IWF Cornerstone Conference, Finland; and Women Impact Tech, Denver...just to name a few. These events cost approximately $5000.00 to sponsor and present.
This will work because I have many clients over the past few years who have seen gains of 8%, 9%, 10%, even as high as 16%, without the fear of loss from a market correction with the use of Fixed Indexed Annuities and I can show thousands of women how to have a more vibrant "Exit Plan" for their families and their futures!
In fact, a two-year in-depth study of Fixed Indexed Annuities by six Ph.D. Economists & two Senior Actuaries led by Professor David F. Babbel of The Wharton School of Business and Professor Craig B. Merrill of The Marriott School of Management at Brigham Young University found that income annuities (FIA) can provide a secure income for one’s entire lifetime for 25-40% less money than it would cost to provide a similar level of secure lifetime income through traditional means. (Annuity Digest July 26, 2009).
By using Income riders to guarantee substantial growth of 6-7% EVERY year for income purposes, you can reach your goals for retirement with a lot less money and a lot less worry and stress than conventional ways of using stocks, bonds, mutual funds, and money market funds, according to this same report. For those who do not want fear and worry to be a factor during retirement, then a guaranteed lifetime annuity is an obvious choice for financial freedom. Send Me, I can help!
This is what I do!
Thank you in advance for your supportive gifts!
Bernadette C. Broughton Integrity. Expertise. Results
