Nov. 19th Allianz 222/ABC Event at Stockpot

You own THIS annuity product!
Join us to learn more about your options and what your policy means!

Don’t miss this rare chance to gain firsthand knowledge from an industry leader dedicated to securing your financial future.

Join us for an exclusive opportunity to hear from a special guest speaker from Allianz, recently voted the world’s #1 insurance brand and now ranked among the top 30 global brands for the first time!

Join us for our
educational event:

“Understanding
Your Annuity Policy”

DINNER - WAITLIST ONLY
Event Full

~~Tuesday, November 19th, 6:30PM~~ at Gray Gables Estate 3009 SE Chestnut Street Portland, OR 97267 Arrival Time 6:15PM

-or-

LUNCH - WAITLIST ONLY
Event Full

~~Tuesday, November 19th, 11:30AM~~
at Stockpot Restaurant
8200 SW Scholls Ferry Rd.
Beaverton, OR 97008
Arrival Time 11:15am

We’ll discuss the options and bonuses available to you as of 2024.
Among other things, we’ll discuss with you:

Benefit Flexibility

The benefits of increased flexibility
Securing “guaranteed lifetime income”
Leaving a legacy

Growth Potential

Increase your interest potential
When should you begin taking distributions from your annuity?
Selecting a market index

Annuity Bonuses

Premium bonuses of up to 40%
Up to 50% interest bonuses: how do they work?
Protected Income Value (PIV)

Income Options

Flexibility in income amounts
How holding off on taking payments might affect your retirement
Are you up-to-date on everything?

Bring your questions and your appetite.

This event is a live, complimentary dinner along with a discussion and information about your retirement annuity options and products.
There will be prize drawings throughout the event!
Clients can bring guests (no guests younger than 18).
Hope to see you there.

OUR CORE PRINCIPALS

Our Company

Contact Info

Site Map Privacy Policy

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

*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 James W. Malanowski OR Lic#34228, WA Lic#161643, CA Lic.#4114966 / Green Line NW, LLC OR Lic#100293643, WA WAOIC #1033626, you may be offered information regarding the purchase of insurance products. NO products will be sold at events and there is no obligation to make a follow-up appointment.

You own THIS annuity product! Join us to learn more about your options and what your policy means!

Join us for our educational event:

“Understanding Your Annuity Policy”

DINNER - WAITLIST ONLY Event Full

LUNCH - WAITLIST ONLY Event Full