The Next Generation of Annuities
Your free guide to smarter retirement income
Don’t Let Annuity Mistakes Cost You Thousands
Too many retirees discover the problems with their annuity only after it’s too late. From hidden fees and confusing surrender charges to contracts that barely keep up with inflation, the wrong annuity can quietly drain your retirement security.
The good news? With the right education, you can avoid these mistakes before they happen.
Here’s What You’ll Learn in Just 15 Minutes
Inside The Next Generation of Annuities guidebook, you’ll discover:
The key differences between old and new annuities
How modern annuities can protect your principal while still offering growth potential
Which features are worth considering, and which are just expensive “extras”
How fiduciary advisors evaluate annuities differently than insurance agents and brokers
Why Who You Work With Matters
Not all financial professionals are the same. Many annuities are sold by agents or brokers who earn a commission only if you buy. That means their advice may be influenced by what pays them most — not what benefits you.
At BFG Wealth Advisors, we’re fiduciaries. That means we are legally and ethically obligated to put your interests first. Our role is to educate you, guide you, and help you decide what’s best for your future.
This guide is your first step toward understanding annuities with clarity and confidence.
Download Your Free Guide Today
Take control of your retirement income plan with the knowledge you deserve. Avoid costly mistakes and learn how to make annuities work for your goals, not against them.
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Why Investors Choose Briggs Financial Group
Disciplined Fiduciary Strategy
As a fiduciary practice, every recommendation we make must put your interests first. Our structured, data-driven investment process removes emotion and guesswork, ensuring decisions are based on real analysis to keep your plan on track.
Fiduciary Risk Management
Our algorithmic Risk-On/Risk-Off strategy is guided by our fiduciary responsibility to protect your wealth. We adjust to market conditions in real time, helping reduce risk and respond to volatility faster, always with your best interest at the core.
Ronald J. Briggs Jr., FIC, CRPC®
With over four decades of experience, Ronald J. Briggs Jr. is one of the most seasoned financial advisors in the country—having started his career at just 18 years old.
Compliance Statement:
As a Fiduciary, doing due diligence of all content and data contained herein has been developed or obtained from various sources that are believed to be providing accurate information. None of the content herein is intended as tax, financial, and/or legal advice. Please consult with a legal, financial, and/or tax professional for specific information regarding your individual situation. The content and materials herein are intended to create client awareness for educational purposes and to promote interest in the utilization of risk on, risk off and tax mitigation investment strategies in the planning process. The competitive analysis of various fixed insurance products that may be shown herein do not address any individual’s specific situation and are not to serve as the basis for any investment and/or tax advice and should not be construed as a solicitation to invest. Content herein is based on the latest information available to the public from the Insurance Carriers and while deemed to be accurate, is not guaranteed by the Briggs Financial Group Wealth Advisors, “BFG Wealth Advisors” or affiliates thereof. Numerical information, charts, graphs, formulas, calculations, and data sets, etc. are for example and illustrative purposes only. Please review each Insurance companies’ compliant illustration with your Advisor before investing. BFG Wealth Advisors also provides support, information and competitive analysis on Fixed Insurance Products of over 70 insurance carriers. BFG Insurance Designers is a separate division of the Briggs Financial Group Wealth Advisors.
For more information, please contact your Briggs Financial Group Wealth Advisor directly for a comprehensive overview and analysis of your specific situation using risk on or risk off asset classes in your retirement portfolio.
Asset Management and Investment Advisory Services provided by Investment Advisor Representatives doing business as the Briggs Financial Group are offered through Caitlin John, LLC., a Registered Investment Advisor Firm. The Briggs Financial Group Wealth Advisors, LLC. and Caitlin John, LLC. are separate entities and are not affiliated.
To access the following compliance forms, please visit www.caitlinjohn.com.
Caitlin John Form ADV 2A Brochure | Caitlin John Wrap Fee Brochure | Customer Relationship Summary | Privacy Disclosure Statement | ASWTI Form ADV 2A Brochure
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