Join Us For Our Upcoming Client Event

A Delicious Surf and Turf Dinner Will Be Served

June 3rd
at 6:00PM CST

The Capital Grille
4999 Old Orchard Center
Space G8
Skokie, IL 60077

Starts promptly at 6:00pm
Please arrive between 5:30pm and 5:45pm


at 6:00PM CST

The Capital Grille
2000 E. Golf Road
Schaumburg, IL 60173

Starts promptly at 6:00pm
Please arrive between 5:30pm and 5:45pm


June 6th
at 6:00PM CST

Copper Fox
477 South 3rd Street, Suite 190
Geneva, IL 60134

Starts promptly at 6:00pm
Please arrive between 5:30pm and 5:45pm

Join Us

We’ll be discussing what you can do to financially prepare for this year and the next.

Interest rates have been at record highs, but are predicted to come down. There are new and existing products with benefits that may be better than what you have now. Never has there been a better time to rethink your strategy for keeping your money safe. 

At this no-cost, no-obligation event, we will discuss:

clients clinking wine glasses
surf and turf 2
surf and turf 1

Finding Safety in a Changing World

  • Weighing your options
  • How market downturns may impact retirement
  • Take advantage of higher interest rates while they’re still here

Securing Your Future

  • Income for life in retirement?
  • Maintaining your lifestyle throughout your retirement years
  • Strategies for adjusting your retirement income with inflation

Leaving a Legacy

  • Options for leaving money to beneficiaries (and tax considerations)
  • Potential legacy options for avoiding probate
  • Strategies for leaving money and income for your spouse

Reserve Your Seat

This event is a live, complimentary Surf and Turf dinner along with a discussion and information about retirement annuity options and products. Bring your questions, and your appetite. Hope to see you there.

Our Office

1600 Golf Road • Suite 1200 (Regus) • Rolling Meadows, IL 60008

Satellite Offices

St. Charles
Satellite Office

100 Illinois St.
Suite 200 (Regus)
St. Charles, IL 60174

Satellite Office

5250 Old Orchard Rd.
Suite 300 (Regus)
Skokie, IL 60077

Satellite Office

Two Prudential Plaza
180 N Stetson Ave.
Suite 3500 (Regus)
Chicago, IL 60601

Satellite Office

1 Westbrook Corporate Center
Suite 300 (Regus)
Westchester, IL 60154

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security.  All figures herein are hypothetical and for illustrative purposes only to explain general concepts.  No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the website create an agent-client relationship.

By contacting Mary T Deutsch IL Ins Lic #17294050/MTD Financial, Inc. IL Ins Lic #3000098844, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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