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Location:Mere Bulles, Brentwood, TN
Sponsor:Jackson Life Insurance Company
Subject:But what if I live? American Retirement Crisis
Speaker:Robert J. Burke, Jr.
Credentials: No credentials were mentioned. He did mention that he's a broker and has been doing financial planning for a number of years. Mr. Burke is associated with Sagemark Consulting Group and Lincoln Financial Advisors.
Appointments:Guests were given an opportunity to schedule appointments with Mr. Burke. In those meetings, the potential client will decide whether or not any further appointments shall be scheduled..
The presentation was given while lunch was being served. It was difficult to take accurate notes of this interesting lecture so I'll be recounting the tales of my adventure as best I can.
The requisite legal info was communicated to the guests. This event is complementary and is not for the purpose of selling any products.
The older and younger generations have differ views on savings and spending. The generation of our parents is marked by saving and frugality. The generation of their children may be marked by spending and excess. Thus, the younger generation buys coffee at Starbucks, gets a new rental car every two years and has all the latest electronic gadgets. They don't save much.
The Seven Challenges of Retirement:
The Age Wave
the Pension Plunge
The Healthcare Nightmare
Two investment vehicle that can help you achieve your retirement goals:
Lifeguard Freedom Flex-If you invest $100,000, you'll be guaranteed a 6% rate of return. You get income and fund grows each year.
Lifeguard Freedom Flex DB-Designed for you to be able to take withdrawals for as long as you live and leave a legacy for your heirs. You get 6% when market is down or flat and you don't take withdrawals.
Meal: Mere Bulles tossed salad, tomato and artichoke soup, 6oz filet, spinach and roasted potatoes with garlic and Parmesan cheese plus deliciously strong coffee. It was a wonderful lunch.
Summary:Mr. Burke's presentation was both entertaining and instructive. It was not marred by the slightest hint of high pressure. At the end of the 30 minute talk, Mr. Burke fully answered all the questions about the two investment vehicles that were mentioned.