Get To Know Me:

Sirnollia Beasley is an independent life insurance and retirement income specialist with 5 years in the insurance industry. She has gained extensive knowledge and expertise in helping individuals safeguard their assets and plan for a secure future.

She understands that every client has different financial goals. She takes the time to listen and assess your specific needs to offer customized plans that fit your lifestyle, budget, and goals.

With 20+ years in the customer service industry, she believes in building lasting relationships with her clients. She is dedicated to delivering exceptional customer service, ensuring you have support whenever you need it.

Why is learning about the 7 Financial Risks important?

longevity

inflation

sequence of returns

withdrawal rate

social security

healthcare

taxes

Retirement obstacles can be easier to avoid when you know what lies ahead.

The sooner you are aware of these potential risks, the sooner we can help implement strategies to help avoid them.

The 7 financial roadblocks you could face in retirement and strategies to help avoid them.

Those who are seeking a stable and guaranteed source of income during their retirement years.

Investors who prioritize the safety of their investments over potentially higher, but riskier, returns.

For individuals who engage in long-term financial planning.

Those who want to contribute to annuities are often tax-free, meaning you can potentially reduce your current taxable income, making them attractive for individuals looking to minimize their tax liabilities.

Can be beneficial for individuals with irregular income streams, such as freelancers or self-employed professionals, to provide a reliable source of income that supplements their unpredictable earnings

Who is this NOT for?

They are not for individuals seeking short-term investment gains or requiring immediate access to their funds without penalties.

Annuities might not be the best choice if you are comfortable taking on higher investment risks and potentially earning higher returns.

If you have a serious health condition and a shorter life expectancy, the benefits of annuity payments might not work as they are planned.

Annuities often require a significant initial investment.

If you prefer to have control over your investment decisions, annuities might not align with your financial goals.

What happens after I download?

After you watch the webinar you can schedule a one-on-one 15-minute discovery call to see if we are the right fit for each other. You will also receive by email your own copy of the Retirement Roadblock Consumer Guide!

Testimonials

Let's work together.