Advanced Retirement Income Strategies & Concepts

Todd Davis, CAS

Certified Annuity Specialist

Brokerage Director

Annuity Division

951-977-2615

888-251-5525, Ext. 363

[email protected]

At Partners Advantage, our MISSION is to deliver solutions and opportunities for financial professionals to succeed with the highest standard of integrity. Working with dedicated financial professionals, we strive to achieve our VISION of keeping American families protected and secured.

Please call me today for an informative 10 minute call so we can discuss some of the concepts I work with such as:

The most important 15 financial risks in retirement and why your clients should know them
"Flooring" approach for retirement income vs. a systematic withdrawal or bucket approach to help provide lifetime income using the least amount of their assets
"Bracket Topping" with Roth conversions to help control taxes
"RMD compression" using the new QLAC contracts
Social Security bridging to help optimize retirement income
Using cost of living increases inside SPIA's, QLAC's & DIA's to help guarantee increasing retirement income payments
Understanding mortality credits and how important they are to retirees
"First in blend out " (tax exclusion ratio), " tax treatment for non-qualified money
The importance of asking your clients if they have a written retirement plan to get more appointments
Innovative LTC asset based alternatives for your clients
How to get more referrals
Mortality table changes forthcoming in 2015 - 2016
Client acquisition strategies - Adult Educator, College Tuition Funding Concepts & Centers of Influence

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PAIS 091815