Don't Just Manage Your Money... Master Your Money ®
Secure Your Retirement... For Life With A Next Generation Retirement Annuity
Meet With Steve To Discover If A Next Generation Retirement Annuity Is Right For You
Meet With Steve To Discover If A Next Generation Retirement Annuity Is Right For You
Request to meet with Steve below and the 2018 Annuity Buyer's Guide will be delivered to you digitally PRIOR to your meeting with Steve. We recommend you give it a good read before the meeting.
Request to meet with Steve below and the 2018 Annuity Buyer's Guide will be delivered to you digitally PRIOR to your meeting with Steve. We recommend you give it a good read before the meeting.
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Finally—Grow your retirement nest egg shielded from bear markets with a secure income that you and your spouse can never outlive. And why pay management or advisor fees on your income?

Smart investors have learned how to benefit from both the up and down markets while enjoying more income than they can spend in retirement. You can, too!
Finally—Grow your retirement nest egg shielded from bear markets with a secure income that you and your spouse can never outlive. And why pay management or advisor fees on your income?

Smart investors have learned how to benefit from both the up and down markets while enjoying more income than they can spend in retirement. You can, too!
A Note From the Author...
If you’ve begun the search for an annuity, congratulations. It means that you understand the risks of the current market and the uncertainties ahead. These are challenging times for retirees. Getting the income and safety you need from mutual funds with no guarantees could be a real problem.
When it comes to annuities, you are looking for clear fact and honest detail.
You will find what you’re looking for in the 2018 Annuity Buyers Guide.
Most people have these questions: “What is an annuity?” “How are my beneficiaries protected?” “How much income can I receive?” “What’s the difference between a variable annuity and a fixed index annuity?” “What is a QLAC, and how does it work?”
All of these questions and more are answered in the Guide. Better yet, I am right here and available to answer all of your questions with no “sales pitch.” I hope you enjoy the Guide!
"Do You Have Questions On How To Manage Investments In Retirement?
You’re not alone—today’s markets have gone from predictable to unpredictable in the snap of a finger. There was a time, not that long ago, when retirees could simply move money into bonds paying 6% to 8%. Not today-- bond interest rates remain at all time lows, meaning this may be the most challenging time in history to retire.
We can help fix that. It's our job. Our pro-active strategies are designed to be effective in both good times and bad. I help retiring professionals like yourself to retire, and STAY retired! We’ve helped many people who were wondering if they could afford to retire. Often it takes only a minor adjustment to make your money work in your favor."
Our Mission Is Simple—It’s All About YOU.
Steve Jurich (pronounced Jur-tich) is an Accredited Investment Fiduciary® and Retirement Strategist with more than twenty years experience. He has helped hundreds of families and individuals organize, formalize, and implement a financial plan for retirement that creates “financial buckets”—one for lasting income along side one funded with prudent dividend growth investments. He is a Certified Annuity Specialist® and the host of the daily radio program MASTERING MONEY on Money Radio in Phoenix.
Steve is licensed in securities, as well as insurance and real estate. His book on retirement, "Smart Is The New Rich," is available now on Amazon.com. Steve is the editor of the educational annuity website, MyAnnuityGuy.com,™ and works with affluent retirees and pre-retirees seeking to preserve and grow their retirements.
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All written content on this site is for information purposes only. Opinions expressed herein are solely those of IQ Wealth Management and our editorial staff. Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee based financial planning and investment advisory services are offered by IQ Wealth Management, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through American Fortress Retirement Planning Association, DBA IQ Wealth Management. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Arizona or where otherwise legally permitted. All references to locations outside of Arizona relate to our insurance services division only. Steve Jurich is a licensed life and annuity agent authorized in multiple states including California. (License 0b85609). Because our portfolios often allocate a combination of securities and insurance based products, we believe it is important for the consumer to understand the difference. Securities can and do lose money. Fixed index annuities should be viewed as long term income vehicles. Guaranteed Withdrawal Benefits are optional rider benefits for premium avaialble on some annuities, not available in all states. All guarantees are contractual guarantees provided by the claims paying ability of the insurer. Early surrenders beyond penalty free withdrawal privileges may incure surrender charges. Withdrawals prior to age 59 1/2 may incur tax penalties. Income rider values are are designed to generate contractually guaranteed income streams based on pooled reserves, and are separate from accumulated values. No specific investment, tax, or legal advice is being given and no offer is made to sell or buy any security, nor any specific insurance product. Always consult your tax preparer for tax advice. Past performance of all financial vehicles and indexes should not be relied upon to predict future results.Income and withdrawal guarantees on fixed index annuities refer to income values, not interest rates on accumulation values. Income withdrawal benefits are drawn from accumulation values. When withdrawal rates exceed interest rates on accumulation values, accumulation values are in position to fall. When withdrawal rates are less than interest rates on accumulation values, accumulation values are in position to rise. See your annuity documents for details.