Rafferty Annuity Framing LLC specializes in helping retail and wholesale financial professionals identify, reframe, and articulate scalable opportunities where annuities can improve client outcomes.
Wholesale: Train annuity carrier wholesalers/sales desks
Retail: Train financial professionals/sales desks
Deliver presentations at regional/national meetings
1:1 consultations and book reviews w/ financial professionals
Concept and collateral development with home office Marketing and Training staff
Virtual or In-Person
Connect with John Rafferty at [email protected]
14 Glentrace Circle
The Woodlands, TX 77382
Planting the Seeds for High Cash Flow, With 5 Years Until “Go-Go”
I was speaking with an industry friend and colleague the other day, and we got to riffing about music and retirement planning. A free and creative thinker, she said that when talking to clients about future retirement income, the sweet spot timing wise seems to be about five years before clients retire.
The Retirement Income Sonnet
Given the demise of pension plans, and the potential for annuities to serve as a core source of retirement income certainty, I composed the following poem to mix a bit of levity with a purposeful message.
FICA Freedom Day: Get It on Your Calendar
You’re probably familiar with Tax Freedom Day®, which is April 16th this year for the country, according to The Tax Foundation. But are you aware of FICA Freedom Day? It’s the date when that first check arrives absent FICA deductions for Social Security.