Third in the Annuities Ed Series

Trust
noun \ˈtrəst\
: belief that someone or something is reliable, good, honest, effective, etc.
: an arrangement in which someone's property or money is legally held or managed by someone else or by an organization (such as a bank) for usually a set period of time
: an organization that results from the creation of a trust.

It’s been said that a vision without action is but a daydream. But an action without a vision is but a nightmare. Planning for retirement requires a vision, whether it’s your own or that of a professional retirement planner you trust.

On this week’s episode of The David Lukas Show, David and Zach open the hour with a candid discussion about the importance of trust and vision. David, and then later also with Tony, discusses how the WorryFree Retirement® is perfect for savers and what the five important steps in starting that process are.

First, You Must Clarify Your Vision

…because it’s best to know where you are going and what to expect along the way. The first step of the process is unique because it’s all about you and “your” vision of retirement.

Together, you and David Lukas Financial will clarify where you want to go and a personalized written outline, summarizing your unique vision, will be mailed to you for review—at no cost or obligation.

Second, You Will Assess Your Situation

At this meeting David Lukas Financial will review your personal financial information and help organize your finances so that potential issues or concerns can be addressed and corrected. A brief written assessment of any findings and recommendations will be provided—at no cost—to you.

Third, You Will Commit To Your Retirement

The WorryFree Retirement® is based on commitment and trust. In order to work together, both David Lukas Financial and you must confirm and trust your commitment to the process.

Fourth, You Will Implement Your Personal Game Plan

Reaching any goal requires action. With the implementation of the personal Game Plan, David Lukas Financial will provide, you will have a safe, easy to follow path format reaching your retirement goals. This written Game Plan will be self-contained in a highly organized binder that clearly communicates your hopes and dreams.

Fifth, You And DL Finacial Will Monitor Your Progress

There’s only one guarantee in life: Nothing stays the same! Because change is inevitable, David Lukas Financial will provide one-on-one consultations with you— at no additional cost—whenever you need it. If you’ve got a question, DL Financial will be here for you. Because that’s what trust and commitment are all about.

If you’re a saver that’s interested in finding out more about the WorryFree Retirement® Process, you’ll want to listen to the entire episode. Also, be sure to tune in Saturday at 2:00pm for the next installment of the Annuities ED Series. It’s definitely something you won’t want to miss.

If you are ready to get started with The WorryFree Retirement process, schedule a no cost consultation with David by calling: (501) 218-8880.

The Annuities Ed Series

It is well enough that people of the nation do not understand our banking and monetary system, for if they did, I believe there would be a revolution before tomorrow morning. — Henry Ford

We savers aren’t born with the innate ability to save. The act of saving is a philosophy instilled in us as children most often by parents and grandparents that are or were savers themselves. And more often than not, the “saver” parents and grandparents were taught by their parents and grandparents how to save…and so on.

Question: Where have most of the savers of the past told other savers to put their money?
Answer: The bank.

So why isn’t the bank the best place to keep your savings for retirement today, you ask? Because life’s inevitable unpredictable events are inevitable and—unpredictable. Just as “you shouldn’t put all of your eggs in one basket” you shouldn’t keep all of your money at the bank. Because banks are highly leveraged, they are able to loan out 90% of the account holders’ money. In other words, when you deposit $10,000 into your bank account, the bank can legally loan out $9,000 of YOUR MONEY! That deposit is not held in trust, as it should be. Instead the bank is profiting greatly from loaning your money with no risk to them.

In this second installment of the Annuities Ed series, David explains, in detail, the security your hard earned retirement funds holds in annuities in comparison to the bank. He also clarifies that Federal Law requires insurance companies to keep at least 100% of their deposits (with a minimum reserve average of 115%), and that insurance contract holders are further protected because insurance companies are forbidden in buying investments or speculating with FDIC insured funds.

Tony joins David in the discussion, during the final leg of the show. Together they further explain how the security of annuities can afford you and your family the WorryFree Retirement® you want! This segment is filled with loads of great information, so you should listen to the entire episode today!

If you’re a saver that’s uninterested in the uncertain volatility of the Stock Market then you’ll want to e sure to tune in each Saturday at 12:00pm for the next installment of the Annuities ED series. It’s not something you’ll want to miss.

Not sure if you’re a saver, an investor or a speculator? Take the FREE financial personality test at: 3Personalities.com today!