ARE YOU READY FOR RETIREMENT?
Annuities Explained: Income, Growth, and Hybrids
A free educational workshop designed to help you understand how annuities can be used for
✔ Learn when annuities make sense
✔ Discover differences between types
✔ Understand pros/cons for income,
growth & care
No sales pressure. Just education.​
Complimentary meal provided at the event location.
Click the button below to sign up today.
Free educational workshop. No obligation. No products are sold during the presentation.
This is not a single-strategy seminar.
We cover all major types of annuities so you can understand when each one does — or does not — make sense.
Who This Is For / Not For
Good Fit If You:
✔ Want to understand annuities before making a decision
✔ Are retired or nearing retirement
✔ Want education without pressure
✔ Care about income, growth, and protection
Not a Fit If You:
✖ Want stock-picking or trading strategies
✖ Are looking for quick investment returns
✖ Aren’t interested in insurance-based tools
The Three Ways Annuities Are Commonly Used:
Income Annuities :
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Guaranteed lifetime income options
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Income riders explained
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Pros and cons vs pensions & withdrawals
Accumulation Annuities:
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Fixed vs indexed annuities
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How tax-deferred growth works
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When accumulation annuities make sense (and when they don’t)
Long-Term Care & Protection:
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Hybrid annuities with LTC benefits
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How annuities can help offset care costs
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Trade-offs vs traditional LTC insurance
Maxwell McGhee specializes in helping retirees understand how annuities actually work — including when they are useful and when they aren’t
Frequently Asked Questions
Is there a sales pitch during or after the seminar?
This seminar is strictly informational. While Max may invite attendees to a follow-up consultation where financial products may be presented or offered, the primary goal of the seminar is to provide attendees with up-to-date and comprehensive information regarding annuities
Will specific annuities be recommended?
No. This workshop is designed to explain how annuities work in general, not to sell a specific product.
Is this suitable if I already own an annuity?
Absolutely — many attendees come to better understand products they already have.
Does this cover more than just guaranteed income?
Yes. We cover income, accumulation, and long-term care annuity strategies.
What You’ll Walk Away With:
A clear understanding of how annuities can be used for income, growth, and protection — and the confidence to ask better questions before making any decision.
© 2024, Florida Legacy Advisors . All rights reserved.
This workshop is for educational information only with no obligation to enroll. No plan specific benefits will be shared.
For accommodations of individuals with special needs at meetings, please call (774) 200-8505. Calling the number above will direct the caller to a licensed agent.
I understand that by providing the information above, Maxwell McGhee may contact me regarding Medicare health plans at the number(s) and/or email address provided above.