Know What to Expect BEFORE Meeting Your KCIIS Annuity Advisor!

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Planning to retire or retire early can be very complicated and stressful. On top of that, meeting with financial advisors and licensed annuity agents for retirement planning can be exciting yet nerve-wracking, as it's hard to know what to expect. With so much conflicting advice available, it can be challenging to determine who to trust.

In this video, we'll outline what you can expect from your appointment with KCIIS and what we expect. This way, you can feel prepared and informed, with no surprises.

Our aim is to provide you with clarity, efficiency, and transparency throughout our process. Enjoy!

Kai & Ann Chung & Gracie (Our Retirement Puppy)
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🎦 Related Videos

Step 1 Playlist:
5 Annuity Types | Terminologies | Design Purposes Explained
👇

Step 2 Playlist:
“Do I REALLY Need an Annuity & Is Now the Best Time?”
👇
(Comparing Hybrid Pension vs. Investments)

Step 3 Playlist:
Best Strategies | Fixed Indexed Annuities Explained | How We Get Paid
👇

Step 4:
DISCLOSURES: Beware of Annuity Scams & Bankruptcy
Explained
👇

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🚩 SUBSCRIBE TO OUR CHANNEL TO STAY INFORMED!

🤳 Call us to help you with Guaranteed Income and Health Care Planning.

Contact Us (No Cost & No Fee)
☎️ 408-502-7080
Your Retirement Advisors (20 Years of Experience)
KCIIS (KC Independent Insurance Solutions, LLC)

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📖 CHAPTERS
00:00 What To Expect: 1st Appt (Phone)
2:00 What To Expect: 2nd Appt (Office/Zoom)
3:05 WARNING! Your Appt Could Be Canceled
4:27 Find an Educator, Not a Salesperson (How?)
5:27 We’ve Been Lied To! (The Paradigm Shift)
7:39 Why the 4 Playlist Is Required (#2 Appt Only)
8:46 The 4 Annuity Playlist Explained
11:58 - How To Avoid Annuity Sales People!
13:01 - How to NEVER Be TAKEN ADVANTAGED OF
13:22 - What Your Spouse/Other Needs to Know

#annuity #retireearly #hybridpension #retireearly #guaranteedincome #lifetimeincome #kciis
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Did this video give you clarity on what to expect before booking an appointment with us?

kciis
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I’ve been watching soooo much 🤯 should have just watched your videos.

sharondotson
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I love you guys, thank you for your video.... great information. I will contact you soon.

jessicaling
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What is a Registered Index Limited Annuity (RILA)?

sylviarodriguez