BIRDSEYE FINANCIAL SERVICES (360) 722-7889
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S&P 500 Index
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  • S&P 500 Low Volatility Daily Risk Control 5% Index (TR)  / Performance (SPLV5UT:REU)
  • S&P 500 Daily Risk Control 2 8% Index Performance (SPX8UN2) (Athene)
  • ​S&P 500 Average Daily Risk Control 10% USD Excess Return Index
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AB All Market Index (AIG) 
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AI Powered US Equity Index (Athene)
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Barclays Atlas 5 Index (Silac)
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Barclays Trailblazer Sectors 5 Index (F&G)
  • Performance (BXIITBZ5)
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Barclays US Low Volatility II ER Risk Controlled Index 5%
  • Performance (BXIILVU5)
  • Barclays Page
​Barclays ARMOUR II Gross USD 7% Excess Return Index (Forethought)
  • Performance (BXIIAG7E)
  • Index also known as Armour II VC
​BlackRock iBLD Endura VC5.5 ER Index (Pacific Life)
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BNP Paribas Multi Asset Diversified 5 Index (Athene)
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BofA Destinations Daily Risk Control 5% Index Excess Return (American Equity)
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BofA Nasdaq FC Index (Athene)
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CIBC Balanced Asset 10 (Two Indexes) (Pacific Life)
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Credit Suisse Raven Pack AI Index (F&G)
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Credit Suisse Momentum Index (Atlantic Coast / Sentinel)
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Credit Suisse ESG Macro 5 Index (Sentinel)
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Dimensional US Foundations (AIG)
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Janus SG Market Consensus Index (Athene)
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JP Morgan ETF Efficiente 5 (Symetra)
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​JP Morgan Stanley Dynamic Allocation Index
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Merrill Lynch Strategic Balanced Index (AIG)
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Morningstar Dividend Yield Focus Target Volatility 5 TR USD (Athene)
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​Monex Precious Metals
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Pimco Global Optima Index 
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Putnam Dynamic Low Volatility ER Index (Symetra)
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Security Benefit Life
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SG Global Sentiment (American Equity)
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Sunrise Smart Passage SG  Index (Nassau)
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UBS Market Pioneers (Security Benefit Life)
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UBS Tech Edge (American Equity)
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Birdseye Financial Services
​
136 Hillside Drive E
Burleson, TX 76028

​
Client Resources
Main # 360-722-7889
Texas # 817-717-1487
Fax #425-412-6865

​
[email protected]

birdseyefinancial.com
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CLICK TO READ OUR FULL DISCLOSURE
The information contained herein: (1) is proprietary to Birdseye Financial Group and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Any information herein about providers, speakers, and services does not constitute a recommendation or endorsement. This material is not to be distributed without the express written consent of Birdseye Financial. Regarding your financial situation, you should consult with a financial professional before acting on specific actions or suggestions given. For legal or tax advice, you should contact your qualified attorney or CPA. Insurance and tax planning services are offered through Birdseye Financial. Investing involves risk, including the potential loss of principal. No market investment strategy can guarantee a profit or protect against loss during declining values. ​Fiduciary Investment Advisory Services are offered through Simplicity Asset Management, an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification.

MEDICARE MANDATORY DISCLAIMER
“We may not offer every plan available in your area. ​Please get in touch with 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 before 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.)

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. The current license status may increase or decrease without being updated on this site. ​If you have any questions, please don't hesitate to ask.

PRIVACY POLICY       OPT-IN PROCESS
  • Home
  • About
    • Who We Are >
      • Explore More
    • Corbin Lindsey, Advisor
    • Our Reviews
    • Get Started
    • Risk & Portfolio Assessment
    • Request Free Consultation
  • Strategies
    • Key Components
    • Sequence of Returns
    • Volatility Buffer >
      • Volatility Buffer Webinar
    • Tax Strategies >
      • Tax Free Income
      • RMD Calculator
      • IRA RMD RULES
      • ROTH IRA
      • ROTH Conversion
      • Tax Declassified Webinar
      • Qualified Charitable Donation
      • Business Tax Credit
    • Inflation Impact
    • Educational Videos >
      • Documentaries
      • Educational Webinars >
        • Taxes Declassified
        • Top 10 IRA Mistakes
        • Taxes in Retirement
        • 3 Economic Strategies
        • Five Key Areas of Retirement
    • Recommendations >
      • ROTH Conversions
      • Volatility Buffer
      • Tax-Free Income
      • Wealth Transfer
    • Premium Finance
  • Planning
    • Retirement Analysis >
      • RA Sample
    • Social Security >
      • Social Security Webinar
    • Pension Maximization
    • Risk Analysis and Investments
    • LifePro Asset Management >
      • Questionnaire
    • Estate Planning
    • Federal Benefits >
      • Federal Benefit Kit
    • WA Retirement Systems
    • Boeing Retirement >
      • Boeing Webinar
      • Boeing Download
      • Boeing Calendar
      • Boeing Retirement
    • Business Planning >
      • Tax Free Multiplier
      • Business Tax Credit >
        • Resources
      • Employee Retention Tax Credit
      • Research & Development Tax Credit
  • Insurance
    • Annuities >
      • Annuity Resources
      • Market Index Links
      • Annuity Report
      • Annuity Reviews
    • Medicare >
      • Medicare Questionnaire
      • Medicare Clients
      • Medicare Plan Compare
      • Medical Networks
      • Medicaid Info
      • PEBB Benefits >
        • 2024 PEBB Retiree Guide
      • Medicare A&B
      • Medicare Rules
      • Medicare Meetings
      • Medicare Education
    • Long-Term Care
    • Life Insurance >
      • Multi-Generational
      • Premium Finance
      • Final Expense
    • Health Insurance
    • Dental Insurance
    • Vision Insurance
  • Tools
    • Financial News Blog
    • Market Simulations
    • Required Minimum Dist (RMD Calculator)
    • Interest Types
    • Calculators
    • Professional Referrals >
      • Dead Doctors Don't Lie
    • Bankrate Interest Rates
    • Rate of Return Calculations
    • Zillow Home Value
    • Credit Info
  • Contact
    • Free Consultation
    • Schedule Appointment
    • Online Meeting
    • Secure Upload
    • Retirement Analysis (initial)
    • Retirement Software Client Portal
    • New Application
    • Application Process
    • Beneficiary Form
    • Client Resources
    • Phone App
    • Rate our Service
    • Refer a Friend