How to Optimize Your Social Security Income

AND

Create More Guaranteed Lifetime Income

Claim This Special Offer If You Qualify:

Social Security Optimization Report. Value*: This optimization software added $140,000 in potential additional lifetime income per household on avg. in 2020.

Guaranteed LIfetime Income Hypothetical Illustration. Value: Dialing in on your potential lifetime income $ amount.

"6 Of The Most Costly Mistakes & Risks for Texas Retirees" Info Sheet. Value: We think you'll find it to be extremely valuable.

Conversation with Mike Massey. Value: Mike's valuable time.

Cost to you: $0

To Qualify: Limited weekly to 1st 5 People nearing or in retirement who book a Zoom meeting, upload our questionnaire filled out completely, attend the Zoom meeting, have investible assets of >$200,000, AND who are open to a discussion of potentially using at least $100,000 of their investible assets to create a guaranteed lifetime income stream using a fixed index annuity

Next Step: If you qualify per above, then book a Zoom meeting...

I Want This Special Offer

19
hours
:
41
minutes
:
03
seconds

Social Security Analysis Report

Receive a customized report showing your current strategy vs an Optimal Strategy

How much money are YOU leaving on the table potentially?

This is one of the most important retirement decisisons you can make, and it's very costly if done wrong.

Sample Report Case Study: Contrast "John & Jane Sample's" current custom strategy with an Optimal Strategy. Click to download. Example only. This is not advice for your particular situation.

Value: This software found $140,000 in potential additional lifetime income per household in 2020 on average! (source). This software typically costs agents $350 yearly.

Lifetime Income Illustration

Receive a customized lifetime income hypothetical illustration

How much guaranteed income do you have? How much do you want?

Stop worrying about stock market losses and running out of money in retirement! It's time to enjoy and focus on hobbies and relationships.

Value: Dialing in on your potential lifetime income $ amount. Priceless, especially if you were to run out of money or be constantly burdened with the fear of losing money in retirement.

6 Of The Most Costly Mistakes & Risks for Texas Retirees

Receive our fact sheet on what we beleive are the most costly retirement mistakes

You'll friends will envy your knowledge as you share these tips with them

Tip #3 is one that many, if not most, Texans are unaware of

Value: We think you'll find it to be very valuable.

Conversation with Mike Massey

Mike's time is extremely valuable

Cost to you: $0

Value: Mike's valuable time

Why would you do all this for me?

We are so confident in our ability to help you live a happier retirement with less stress and more joy (to the degree that your peers may envy you) that we are willing to deliver extraordinary value just for the opportunity to have an open and deeply meaningful conversation with you!

Total Value

Social Security Optimization Report. Value*: This optimization software added $140,000 in potential additional lifetime income per household on avg. in 2020.

Guaranteed LIfetime Income Hypothetical Illustration. Value: Dialing in on your potential lifetime income $ amount.

"6 Of The Most Costly Mistakes & Risks for Texas Retirees" Info Sheet. Value: Priceless

Conversation with Mike Massey. Value: Mike's valuable time

Cost to you: $0

To Qualify: Limited weekly to 1st 5 People nearing or in retirement who book a Zoom meeting, upload our questionnaire filled out completely, attend the Zoom meeting, have investible assets of >$200,000, AND who are open to a discussion of potentially using at least $100,000 of their investible assets to create a guaranteed lifetime income stream using a fixed index annuity

Next Step: If you qualify per above, then book a Zoom meeting...

I Want This Special Offer

19
hours
:
41
minutes
:
03
seconds

Copyright © 2024 | wwwThePortfolioProtectionStore.com Privacy Policy

Insurance products and services are offered through Legalorian LLC dba The Portfolio Protection Store, Texas license #2887886, an entity affiliated with ATX Financial Planning. The Portfolio Protection Store is not affiliated with or endorsed by the Social Security Administration or any other government agency. Any content found on our websites, landing pages, social media sites, webinars, etc. are for general informational purposes only, and are not intended to provide fiduciary, tax, or legal advice. The Portfolio Protection Store does not provide legal or tax services. INVESTMENT AND INSURANCE PRODUCTS ARE: NOT FDIC INSURED; NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY; NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY A BANK OR ANY OF ITS AFFILIATES; SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED. All annuity contract and rider guarantees, or annuity payout rates, are backed by the claims-paying ability of the issuing insurance company. They are not backed by the insurance agency or insurance producer from which an annuity may be purchased, or any affiliates of those entities, and none makes any representations or guarantees regarding the claims-paying ability of any insurance company.


This is not an offer to buy an annuity or to buy any product. There are many different types of annuities. We primarily focus on index annuities, also known as fixed index annuities. Purchasing an annuity within a retirement plan that provides tax deferral under sections of the Internal Revenue Code results in no additional tax benefit. An annuity should be used to fund a qualified plan based upon the annuity’s features other than tax deferral. All annuity features, risks, limitations, and costs should be considered prior to purchasing an annuity within a tax-qualified retirement plan. Any distributions are subject to ordinary income tax and, if taken prior to age 59½, a 10% federal additional tax. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. The Portfolio Protection Store can offer index annuities from various insurance companies. We are not affiliated with any insurance company. Not FDIC insured. May lose value. No bank or credit union guarantee. Not a deposit. Not insured by any federal government agency or NCUA/NCUSIF. No cliams are made as to Social Security income or pension income. Unlike pensions and social security, annuities must be purchased, they have associated costs and expenses, and they're backed by the cliams paying ability of the issuing company. Not all products are available in all states, nor to all ages. Age restrictions apply and are different with differenct companies and products. The Portfolio Protection Store is licensed in Texas and this website it intended for Texas residents only at this time. Guarantees apply to certain insurance and annuity products and are subject to product terms, exclusions and limitations and the insurer's claims paying ability and financial strength. Guaranteed income is not available on all index annuities. Guaranteed income is not available from all index annuity companies. Guaranteed income products and/or riders may have costs and fees associated with them. Guaranteed income requires adherence to the issuing company's products terms, and if such terms are violated, then income stream could be significantly or detrimentally affected in a negative way.

* Value: Social Security Analysis Optimization Report added $140,000 in potential additional lifetime income per household in 2020 on average (https://www.lifeyield.com/lifeyield-social-security-pricing/); Mike Massey doesn't bill hourly with this business entity.