Annuities Unlocked: A Real Estate Agent’s Guide to Smart Financial Planning

Tue Sep 30 2025 at 11:30 am to 12:30 pm UTC-05:00

13145 Spring Cypress Rd | Cypress

RE\/MAX Universal
Publisher/HostRE/MAX Universal
Annuities Unlocked: A Real Estate Agent\u2019s Guide to Smart Financial Planning
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Learn key annuity insights, bust myths, compare investments, and discover financial benefits that matter. Don't miss this essential session!
About this Event

Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429

Join us for an engaging and insightful session where we break down annuities in a way that’s easy to understand and highly relevant to real estate professionals. We’ll explore behavioral economic trends, bust common myths vs. facts, and dive into the different types of annuities available. You’ll also gain valuable insights into market investment comparisons, surrender value, and how annuities impact your account balance and death benefit.


Plus, we’ll highlight why your benefit base should be a top priority and how guaranteed lifetime withdrawal benefits can provide long-term financial stability. Whether you're looking to expand your financial knowledge or help clients make informed decisions, this class is a must!

Understanding Annuities For Real Estate Agents- 1 Hr CE / TREC Course #49536

Instructed by: Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
[email protected]
W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061

Lunch Sponsor: Kaye McGill, Great American Title
Business Development Manager
[email protected]
281.598.4700, office
713.614.4557, cell

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Event Venue & Nearby Stays

13145 Spring Cypress Rd, 13145 Spring Cypress Road, Cypress, United States

Tickets

USD 0.00

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