National Annuity Awareness Month

Celebrating Your Secure Future

June 9, 2023 - Are you worried about your financial future? Don't be! With National Annuity Awareness Month upon us, now is the perfect time to revisit our core product offerings to remind everyone that you can improve your life and secure your financial future with annuities in a variety of ways.

Structured Settlements

Are you anticipating a personal injury settlement or are you a stakeholder involved in the litigation process? Structured settlement activity has been on the rise, with premium volume up a whopping 42.7% in 2022 over 2021 according to the National Structured Settlements Trade Association (NSSTA). And 2023 is already on pace to obliterate that figure forecasting annual premium will increase yet another 37.1% by year-end 2023.

The future looks exceptionally bright for those who choose structured settlements as their preferred mode of payment. According to those same projections, the number of successful structured settlements concluded is set to soar by another 34.6% by year-end 2023. This is a clear indication that everyone involved in the claims resolution process is recognizing the transformative value of guaranteed, tax-advantaged income.

With structured settlements, you can secure your financial future and enjoy the peace of mind that comes with knowing that your income is guaranteed.

Income Annuities

But it's not just structured settlements - consumers have purchased a staggering $312.8 billion in annuities in 2022 (a new record) and show no signs of slowing down, according to LIMRA.

Are you tired of losing sleep over market fluctuations that could jeopardize your retirement savings? Look no further than retirement annuities! With retirement annuities, you can rest easy knowing that your savings are protected from market turmoil and will continue to grow tax-free. Plus, you'll have the peace of mind knowing that you'll have a guaranteed stream of income for life once you retire. Don't let market mayhem keep you from achieving your retirement dreams.

Structured Installment Sales

Are you looking to sell a highly appreciated asset, but dreading the tax bill that comes with it? Look no further than structured installment sales. By utilizing this powerful strategy, you can defer paying capital gains taxes and keep more of your hard-earned money in your pocket. With a structured installment sale, you can receive a steady stream of income over time, while avoiding the immediate tax burden of a lump sum sale. Say goodbye to Uncle Sam taking a big bite out of your profits, and hello to smart, strategic tax planning.

Structured Attorney Fees

Are you tired of paying hefty taxes on your hard-earned money? Structured attorney fees offer a smart solution to minimize your tax burden while securing your financial future. With tax-deferred income streams and customized payment schedules, structured attorney fees provide the flexibility you need to meet your long-term financial goals. Don't let the taxman take a big bite out of your wallet. Choose structured attorney fees and enjoy the benefits of tax efficiency today!



Did you know that annuities aren't a new financial invention? In fact, they date back to ancient Rome, where they were used to help citizens plan for their future. Fast forward to today, and annuities are still going strong as a powerful tool to secure your financial freedom. With a history of success spanning centuries, it's clear that annuities are an essential component of any comprehensive financial plan.

Don't miss out on the opportunity to protect your financial well-being. Choose annuities today and rest easy knowing that your future is secure!

Thank you for the opportunity to be of service and best wishes to you for continued success in your personal and professional lives.

PS Confession: This newsletter was composed, in part, with the assistance of AI technology - a first for me. I'm eager to know what you think if you'd care to share your thoughts on its effectiveness. Thank you!

Dan Finn, CPCU, MSSC®, RICP®

Master's Certified Structured Settlement Consultant®

Retirement Income Certified Professional®

"Building lifetime client relationships!" | 949.999.3322 |

CA Insurance License: 0A96173

Click HERE for a FREE copy of the major motion picture: "The Baby Boomer Dilemma: "An Exposé of America's Retirement Experiment."

DISCLAIMER: We present this newsletter for educational purposes only using material freely available in the public domain and it should not be construed as containing tax, accounting, investing, or legal advice. Any guarantees referenced subject to the claims paying ability of the issuing carrier. All rights reserved.

NOTE: "In 2010, the National Association for Fixed Annuities (NAFA)) designated June as National Annuity Awareness Month (NAAM) to help educate Americans on the important role of annuities as part of a secure retirement savings plan."

We're thankful to NAFA for taking this initiative which we proudly support.

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