Something Good Is Cooking and You're Invited!

Join us for a Special Bring a Friend Event: "Understanding Different Retirement Strategies”

Join MTD Financial for an enjoyable night out, some delicious food and some timely retirement information. At this event, Mary Deutsch discusses how retirees can feel confident about their retirement, no matter what is happening in the market or in the world around us.

Thursday, June 29th, 5:45pm
at 
Morton’s The Steakhouse:
Michigan Room, 65 E. Wacker Place, Chicago, IL 60601

In this no-cost, no-obligation dinner seminar, we’ll discuss:

Finding Safety in a Changing World

  • Weighing your options of safety versus growth
  • How market downturns may impact retirement
  • Understanding different types of financial and insurance products in the current economy 

Income for Life in Retirement

  • Retirement income stability: Learn strategies to generate retirement income for life
  • Maintaining your lifestyle throughout your retirement years
  • Strategies for adjusting your retirement income with inflation

Your 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

We believe all retirees should learn as much as they can. Be armed with the knowledge of “Different Retirement Strategies” and join us!

Main Rolling Meadows Office

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

St. Charles
Satellite Office

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

Westchester
Satellite Office

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

Chicago
Satellite Office

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

Skokie
Satellite Office

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

*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.

IMPORTANT CONSUMER INFORMATION
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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