612 Carroll St. Fort Worth, TX 76107
All while taking part in a clear, easy-to-follow educational discussion.
But so do laws; at the start of this year, we had new sets of laws take effect that could impact your retirement.
One example of this is tax laws. How do you think taxes will be different years down the line? What will Congress and the IRS do next? If you’re worried about potentially higher taxes in the future, we may have some information that could help you.
We’ll be discussing tax-free* income in our upcoming no-obligation complimentary dinner and insurance presentation.
This is a no-obligation, educational event designed to provide helpful information in a relaxed and enjoyable setting.
Come for the fajitas and margaritas.
Stay for the conversation, bingo, and prizes.
Seating is limited. Advance registration is required.
1701 River Run, Suite 703, Fort Worth, TX 76107
3303 North 3rd Street, Suite B, Abilene, TX 79603
303 W Pearl Street, Granbury, TX 76048
610 Uptown Blvd, Second Floor, Cedar Hill, TX 75104
*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.
By contacting Rocky Campbell TX Insurance Lic. #1754497 / Hybrid Financial Freedom, LLC TX Insurance Lic. #2538408, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.