Special Client Education Event

Please join us for an educational night where we will discuss the product you own! We will review all the features of the #1 most purchased fixed index annuity in America, and how their incredible bonuses can help you and your loved ones. Come review how this product works. You don’t want to miss it!

We have a very special guest speaker and industry leader, flying in especially for this event. 

increase your savings by up to


over the next 18 months!

Client Education Event
“Retirement Protection & Bonus Options:
An Account Tutorial”

Monday, March 13th at 11:30am

Gray Gables Estate (Lunch Provided):
3009 SE Chestnut St.

Portland, OR 97267


Monday, March 13th at 6:30pm

Ernesto’s Italian Restaurant (Dinner Provided):
8544 SW Apple Way
Portland, OR 97225

We’ll cover some timely information, including…

Benefit Flexibility

  • How flexibility in your annuity may help with life’s “what ifs”
  • Lifetime income versus annuity payments – which one is right for you?
  • 2 options for your beneficiaries

Growth Potential

  • Ways to possibly increase your growth potential
  • Can you postpone income for more accumulation with an annuity?
  • Types of indexes: How do they impact benefits?

Annuity Bonuses

  • Premium bonuses of up to 32%
  • Up to 250% interest bonuses: how do they work?
  • Protected Income Value (PIV)

Income Options

  • Income withdrawal options: do you need to wait?
  • How holding off on income or annuity payments may affect your retirement 
  • Flexibility in income amounts

Preparing for Life Changes

  • Ways to access your money early if you need it
  • Potential income increase if you need nursing home or other qualified care
  • Possible inflation-mitigation strategies

Reserve Your Spot Today!

This event is a live, complimentary client event along with a discussion and information about your current retirement products.

  • Special guest speaker and industry leader, Mark Lindsey, will be flying in for this event

  • We’ll have several drawings for gift cards and prizes up to $100 value

  • Since St. Patrick’s Day is the same week, we’re inviting everyone to wear the color green

Bring your questions and enjoy! Hope to see you there.

We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.


James W. Malanowski LUTCF
Oregon Ins. Lic. #34228
Washington Ins. Lic. #161643
Utah Ins. Lic.  #202605
Arizona Ins. Lic #34228
Idaho Ins. Lic. #34228
California Ins. Lic. #4114966
Tennessee Ins. Lic. #832696
Nevada Ins. Lic. #42828
Texas Ins. Lic. #1003377

Green Line NW, LLC
Oregon Ins. Lic. #100293643

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