Retire Smarter — Without Worrying About Taxes or Running Out of Money

Discover How To Maximize Your Benefits, Legally Reduce Taxes, And Secure Lifelong Income — Even If You Haven’t Worked With An Advisor

If you're between ages 59–62 with $100K+ in assets, you're at a critical stage.

The decisions you make today about Social Security, taxes, and rollovers will shape your entire financial future. Let’s help you get them right — with zero pressure, and 100% clarity.

Maximize Your Social Security Benefits

Understand how claiming at the right time can increase your benefits by thousands. Our guide gives you a clear, easy-to-follow strategy tailored for pre-retirees like you.

Access Retirement Funds Without Worry

Learn how to access your money when you need it — without unnecessary risks. We’ll show you how to create a flexible retirement strategy that works for your life.

Create a Guaranteed, Lifetime Income Stream

You don’t have to gamble your retirement on the stock market. Discover how to turn your savings into consistent, monthly income you can’t outlive.

Protect Your Legacy from Taxes

Make sure your family is taken care of. With the right planning, you can leave more behind and pay less in taxes — giving your loved ones true peace of mind

Avoid Market Losses While Growing Your Money

You deserve growth without risk. We’ll show you how to protect your retirement from market crashes while still building your nest egg with confidence.

Here’s What You’ll Learn in the Free Guide:

✅ How to get a 14% immediate cash bonus on qualified annuity rollovers
✅ The smart way to use IRA income first while delaying Social Security
✅ How to reduce or eliminate taxes on your retirement income
✅ Whether a fixed annuity could protect your assets and legacy
✅ How to retire with income that lasts — regardless of market conditions

This FREE guide is available for a limited time — get it before it’s gone.

The Retirement Crisis Is Real: 50% of Americans have no savings, 75% fall short of targets, and Social Security alone isn’t enough.
Don’t let this be your future. With the right strategy, you can retire with income, stability, and confidence.

Sources:

USAFacts: “Retirement Savings Data, 2023”,
Forbes: “Americans Are Worried About Retirement Savings”,
Ramsey Solutions: “10 Frightening Retirement Stats”

Ready to Stop Guessing and Start Planning?
Download your free guide today and get the tools to retire with peace of mind.

Frequently Asked Questions

It’s a free educational resource that shows you how to maximize your Social Security benefits, reduce retirement taxes, and build secure lifetime income — even without a financial advisor.

Yes. This guide was specifically designed for pre-retirees like you who want clear, actionable strategies without any pressure or sales tactics.

When you roll over qualifying retirement funds into certain fixed annuity strategies, you could receive a 14% immediate bonus added to your annuity value.

Yes, it includes a breakdown of the pros and cons of early, full, and delayed claiming options — helping you make a smarter decision based on your goals.

The guide still applies! It offers additional strategies for optimizing taxes and aligning other retirement income streams.

Yes. Many of the strategies include flexible access features so you’re not locked out of your own savings.

Our approach focuses on annuities and guaranteed strategies that shield your retirement savings from market volatility.

Yes. We cover smart rollover strategies that may qualify for bonuses and improve tax efficiency in retirement.

While the content is free for anyone, those with at least $100K in retirement assets will benefit most from the advanced strategies covered.

Nope. The guide is completely free, and the call with a Retirement Income Specialist is optional and pressure-free.

By submitting this form, you agree to receive a free consultation from Summit Life Group. Our team may contact you via call, text, or email to guide you through strategies for growing and protecting your retirement savings—tax efficiently. Your info stays private, and there’s no obligation to buy anything.