JDM Renews Commitment to Financial Education for Retirement with New Report

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JD Mellberg Financial (JDM), a firm that specializes in creating concern-free annuity income sources for those in and approaching retirement, today announced it has expanded its library of groundbreaking educational e-books with a new title aimed at explaining the Legal Reserve System and the multiple levels of protection that ensure the value of annuities.

Annuities, Financial Advisor, Investing, Estate Planning

JD Mellberg Financial

JD Mellberg Financial (JDM), a firm that specializes in creating concern-free annuity income sources for those in and approaching retirement, today announced it has expanded its library of groundbreaking educational e-books with a new title aimed at explaining the Legal Reserve System and the multiple levels of protection that ensure the value of annuities.

The report, entitled "What Makes My Annuities so Safe?" , is currently in the final stages of editing and is tentatively slated to be released to clients as well as the requesting public within the first quarter of 2012.

Previous reports include "The Most Important Financial Concept Retirees Need to Understand," "What Every Retiree and Pre-Retiree Must Know about Variable Annuities", "Is an Annuity Right for You?" and "How An Exciting New Family of Hybrid Income Annuities Work." Future reports are currently in development.

In addition to the Legal Reserve System and annuity safeguards, Safe also covers such topics as today’s changing retiree lifestyles (and, by association, their greater financial needs), case studies on safety analysis, establishing the difference between savings and investment, bank leveraging and the annuity selection process, to name just a few.

JDM has experienced a remarkable 1000 percent growth rate in just two years. As JDM’s services have blossomed, so too has its status in the financial planning community.

In 2011 alone, JDM surpassed its goal of raising $100 million in business assets with a $107 million final tally. JDM also saw its first listing in Inc. magazine’s Inc. 5000 annual ranking. It placed an outstanding seventieth place in a field of some 219 other financial advising companies.

Another notable improvement includes a new, 22,000-square-foot office building to better house its growing operations.

In addition to Safe, JDM has further reinforced its commitment to financial education for retirees and pre-retirees by launching on ongoing webinar series and a new batch of videos that cover such subjects as conservative investing, hybrid income planning, the Four Percent Rule and how to determine if the insurance company from which an annuity is purchased can weather the next recession, to name a few.

To request your copy of What Makes My Annuities so Safe? when they become available, please call 877-881-0943.

JD Mellberg Financial, a limited liability company, works to ensure a financially secure and enjoyable retirement for its clients through a guaranteed income-for- life. It achieves this with secure investment vehicles and the latest in tax-advantaged strategies that garner high earning power and minimal risk. For more on JD Mellberg, call 877-881-0943, visit http://www.annuitynational.com or write to JD Mellberg Financial; 3067 W. Ina Road; Tucson, Ariz.; 85741.

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Fabiano Moura
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