Annuities Education Webinar

Learn how annuities work, the different types available, and how they may help provide protection, growth potential, and retirement income.

With Your Host - Brooks Lindblad

Learn what you need to know before making decisions about your retirement savings and income strategy.

✅ Saturday, July 11th 2026, at 11:30 A.M.

✅ Sunday, July 12th 2026, at 6:00 P.M.

This is an important online class for people who are retired or within 5 years of retirement.

Space is limited and will fill up quickly.

What you'll learn:

How fixed annuities, fixed indexed annuities, and income annuities work.
The differences between protection-focused and market-based retirement strategies.
How annuities can help create guaranteed lifetime income in retirement.
What surrender charges, caps, participation rates, and bonuses actually mean.
Common misconceptions and myths surrounding annuities.
How some retirees use annuities to help reduce market risk during retirement.
The role annuities may play alongside Social Security, investments, and retirement income planning.
How taxes, withdrawals, and income riders work inside certain annuity products.
How to determine whether an annuity fits your retirement goals and risk tolerance.
What questions to ask before purchasing any annuity contract.
Q&A Session: Ask your annuity and retirement planning questions and get answers!

Plus learn how to create more confidence and clarity around your retirement income strategy

See what our clients have to say:

Lisa T. - Missouri

"I had several questions about how to turn my savings into reliable income before I found Brooks. After the session, I finally understood what I needed to review before making big retirement decisions. Thank You Brooks!"

Roger G. - Texas

"I was worried about the market dropping right as I was getting ready to retire. This helped me understand how an income plan can protect against making emotional decisions."

Jackson A. - North Carolina

"The webinar made retirement planning feel much clearer. Brooks and the team are top notch. I realized it’s not just about how much you’ve saved, but how you plan to use it."

Your Host:

Brooks Lindblad

Brooks has helped individuals and families better understand how to plan for retirement income, Social Security, taxes, and investment decisions.

Brooks's straightforward approach helps retirees and pre-retirees understand the key decisions they need to make before and during retirement, so they can move forward with more clarity and confidence.

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