"I'll always fight for my clients & what's best for them!" -Doug
New Bonuses Happening Right Now!*
32%- 47% - NO THAT ISN'T A TYPO!
With what could be a period of economic volatility approaching, it’s nice to know you may have new options to protect and grow your money. New annuity bonuses are happening right now.
Register below for our Bring A Friend Educational Event to learn generally how FIA products work and how new features are applied. We can help to provide you and your friends with the tools that may help you rework your retirement strategy. Please invite someone you think would benefit from our services!
EDUCATION & FUN YOU DON'T WANT TO MISS ]
Join the fun and win big! We’re hosting three raffles with fantastic prizes. Don’t miss out!
Thursday
August 8th
at 6:00pm
August 8th
at 6:00pm
7050 Del Webb Blvd. | Roseville, CA 95747
We are sorry, registrations are now closed. Please call the office with questions!
At our event, where specific products are discussed, we address…
Flexibilities With Annuities
- Learn about ways you could access your money
- How more flexibilities with annuities may help with life’s “what ifs”
- What are options for your beneficiaries?
Growth Potential
- How do you grow an annuity’s value?
- Can you postpone income for more accumulation with an annuity?
- Are there multiple ways to grow your income?
Premium Annuity Bonuses
- When is the right time to replace what you already own?
- What an i.e. 47% bonus on your income and death benefit* means
- How does a 32% bonus on your income and death benefit* work?
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1540 Eureka Road, Suite 103
Roseville, CA 95661 - (916) 596-0500
- FAX: (916) 773-9997
- admin@cswta.net
Doug Clancy DBA CSWTA Insurance Solutions • CA Ins Lic # 0G20617
*For those who qualify for the applicable products.
Our products offer a reasonable rate of return, over time. Guarantees are backed by the claims-paying ability of the carrier.
Investment advisory services are offered through Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group), a SEC Registered Investment Advisor. Insurance products and services are offered through: Douglas A. Clancy Jr. DBA CSWTA Insurance Solutions, CA Ins. Lic. # 0G20617 . Gibbs Wealth Management, LLC (DBA Cornerstone Wealth & Tax Advisory Group) and Cornerstone Wealth & Tax Advisory Group, are unaffiliated companies. By using this website, you accept our Terms of Use and Privacy Policy. GWM’s investment advisory services are available only to residents of the United States in jurisdictions where GWM is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of GWM’s investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.
