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War Chest Academy Live [Module 05]: locking in uncapped Market Growth for Military Retirees

Beyond the Thrift Savings Plan: Guaranteed Growth In a Private Pension

What You’ll learn in this module.

We introduce you to new landscape of uncapped fixed index annuities (FIA) and understand how they can bolster your financial security.

Discover how an FIA can offer you the potential for higher returns, the assurance of a guaranteed minimum return, and the safety of your principal.

Our expert analysis will guide you through the complexities of uncapped fixed index annuities, helping you make informed decisions about your financial future.

The Impact of World Events on Finances

The presentation discusses the impact of national debt and unfunded liabilities on the economy and personal finances.

Exploring the Concept of Retirement and Risk

Learn the importance of planning for different risks, including financial uncertainty and health risks.  Consider the benefit of reorganizing existing assets and potentially securing a second income stream.

Creating a Protected Private Pension

The strategies to navigate sequence of returns risk, avoid market downturns, and ensure a more fulfilling and stress-free retirement.

Understanding Uncapped Fixed Index Annuities

In our wealth insurance landscape, one product that stands out is the uncapped index annuity. It's an investment strategy that provides you with the opportunity to benefit from the financial market's growth, while also offering protection against market downturns. This means that your money can grow when the markets are strong, but you won't lose anything when they're weak. This 'uncapped' feature means there's no limit on the potential interest you can earn, providing a unique blend of growth potential and security. The goal here is to offer you a consistent, reliable income stream for your retirement—essentially creating a private pension. With an uncapped index annuity, you're not just saving; you're strategically planning for a financially secure future.

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War Chest Academy Live Series

Real Financial Solutions for Military Retirees

The War Chest Academy Video Series gets to the heart of your financial concerns after military life. With 15 years in the field, we understand the ins and outs of replacing SBP, TSP, VGLI, etc.., and we're ready to guide you through your retirement planning with practical, straightforward advice.

Practical Webinars: Learn from experts who lay out the facts clearly.

Personalized Advice: Strategies designed with your military benefits in mind.

Focused Attention: We work with a limited number of retirees to ensure you get the guidance you need.

Zero-Cost Consults: Talk to us about your financial future without any obligation.

Step 1

Visit War Chest Academy Live & Military Retirement Blueprint Library

Step 2

Schedule Your Free Military Retiree Pay & Benefits Appraisal

Step 3

We Design & Qualify 

for a War Chest as a 

Protected Private Pension

How does our process work?

Begin by immersing yourself in our wealth of content. Take your time to understand our approach and philosophy.

When you're ready to delve deeper, we invite you to schedule a complimentary appraisal. During this session, we'll address your specific questions and begin the steps for a tailored demonstration. This process helps us pinpoint your primary challenges or objectives.

If we agree there's potential to work together, we'll discuss the qualifying steps for our partnership.

us vetwealth appraisal

What Are You Worth as a Military Retiree?

Regardless of your objectives, we need to start by assessing your situation. What makes us different is that we address the military retirement challenges first. 

 Want to dive deeper?

Get a Free Copy of the Book and Access Bonus Videos

To learn more, join our free Military Retirement Blueprint members portal where we share dozens of additional articles, videos and host senior leader civilian networking training. All free, you've got nothing to lose!