Hi, folks! Hope all is well with you and your family, and welcome to the March edition of the JDS Wealth Management newsletter. Tyler and I hope you have found the first two editions informative and helpful in addressing some of the concerns facing senior Americans. JDS Wealth Management is committed to providing you the most comprehensive, up-to-date strategies that build and protect your retirement.
That brings me to a few things I need to address. Last month Tyler mentioned we attended a national financial planning conference in New Orleans in January. At the conference, numerous industry icons spoke about the economic challenges facing America and the world. We also discussed strategies, products and solutions to address these challenges. Areas of primary concern are stated below.
A) Stock market: Proceed with caution! It's more important than ever to manage risk properly.
B) Income planning: Everyone needs a properly constructed, guaranteed income plan that's not dependent on equity returns. This has become the primary focus of retirees and professional financial planners.
C) Focus on new strategies and financial products: This leads me to the new income annuity program Tyler alluded to in the last newsletter. It's now available, and simply put, it's awesome! Here are just a few of the benefits in the program:
- 10% premium bonus
- 8.2% guaranteed income benefit
- Guarantee of principle
- Long-term care rider
Please contact us to learn more about the new income annuity program and new income planning strategies. Visit us at jdswealthmanagement.com for more information or to sign up for upcoming educational workshops. Enjoy the articles in this issue, and see you next month!
-- Jim Stillman
