WELCOME BOEING EMPLOYEES...
FIVE KEY AREAS OF RETIREMENT PLANNING
Take a moment to watch this online webinar where we go through the 5 KEY AREAS of Retirement Planning in greater detail. These are areas that can save you time and money over your lifetime. Learn how you can get a FREE book offer*.
This video is meant for educational purposes only. Please consult a trained advisor prior to implementing any strategy mentioned. We are not acting in the role of a legal, tax or investment advisor by presenting this information to you. This webinar is intended to provide you with concepts and ideas that you may not have known or perhaps have overlooked in retirement. If you would like more information, please contact our office for detail specifics and printed illustrations that meet the full disclosure requirement.
VIDEO CONTENTS
00:33​ - STEP 1
- Pension Max

04:41​ - STEP 2
- Investment THREE Bucket System

11:05​ - STEP 3
- Retirement Plan

13:17​ - STEP 4
-Tax Strategies

18:41​ - STEP 5
- Asset Protection

​22:09​ - Summary
BOOK YOUR MEETING AND RECEIVE A FREE BOOK*
Book a FREE 30 Minute Strategy Meeting  with us and receive this book  at no cost while supplies last*. This book contains valuable strategies that you will find very useful to your Retirement Planning Education.
We created an INSTANT DOWNLOAD where you can have the FIVE KEY STEPS to Retirement Planning at your fingertips.
We appreciate your Online Review!
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Birdseye Financial Inc
136 Hillside Dr E
Burleson, TX 76028
Main # 360-722-7889
Texas # 817-704-3544
Fax #425-412-6865
​INFO@BIRDSEYEFINANCIAL.COM
The content of the Birdseye Financial website, email, fax, social media, text messages, online meetings, and phone calls are for educational purposes only. Any material and its attachments, links, downloads, and/or any emails from Birdseye Financial employees/contractors are not intended to provide legal or tax advice. To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal or state tax advice contained in communication (via Website, Email, Fax, Text, Social Media, in person, or by phone) is not intended to be used, and cannot be used, for the purpose of (i) avoiding penalties under the Internal Revenue Code or (ii) promoting, marketing, or recommending to another party any transaction or matter addressed herein. Please seek the advice of appropriately licensed individuals for legal or tax advice relating to your individual situation. Birdseye Financial and its employees/contractors are not tax, legal, or investment advisors and are not operating in such a manner. Any advice you receive should be taken as non-tax, not legal, and non-investment advice and only educational in nature. Should our clients need a licensed investment advisor, we recommend LifePro Asset Management. Please know investments in the market carry an inherent element of risk. No investment in the market or strategy can guarantee a profit or prevent a loss. Any illustrations used in the sales or service process are to be considered hypothetical and for explanatory purposes only. 

MEDICARE MANDATORY DISCLAIMER
“We do not offer every plan available in your area. Currently in WA State we represent seven organizations which offer 34 products in Snohomish County and 33 products in King County and 19 products in Whatcom County. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all your options.” All calls regarding Medicare may be recorded by phone or online and a SCOPE of appointment required by Medicare will be obtained 48 hours prior to any sales meeting to discuss plan details. (NOTE - The organizations and plans can vary by state and county, we can validate these numbers upon request.)

Birdseye Financial and its employees/contractors are not employees/contractors of Medicare, the government, insurance company or any other agency. We are independent licensed agents. All calculators and illustrations shown or sent from our website, email or any other means are designed to be informational and educational only. They do not constitute investment advice. We encourage you to review your insurance and investment strategies periodically as your financial circumstances may change. On many products it is important to note that PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RESULTS OR INTENDED TO PREDICT ACTUAL PERFORMANCE. ACTUAL INTEREST CREDITING RESTULTS WILL VARY BASED ON MARKET CONDITIONS, INDEX ALLOCATIONS, AND INTEREST CAPS, RATES, SPREADS, PARTICIPATION RATES and possible Fees. The use of different time periods and funding amounts can cause results to differ from other products. Illustrations may be based on hypothetical historical data. 
 
State Licenses
LICENSES: AZ #7101306, CA #4140429, FL #W825259, GA #3621424, ID #863617, KS #7101306, MA #2176921, NV#3879853, NC #7101306, OK #3001663224, OR #7101306, TX #2695866, WA #190780. Note that in California, our DBA is Birdseye Financial and Insurance Services.

S&P 500 and S&P are registered trademarks of Standard and Poor's Financial Services LLC. No annuity or financial product discussed herein is sponsored, endorsed, sold, or promoted by Standard and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates, and none of the Stand and Poor's Financial Services LLC, S&P Dow Jones Indices LLC, or their affiliates make any representation regarding the advisability of purchasing an insurance or financial product. This applies to all indexes used.