evergreen c

Something Good Is Cooking and You're Invited!

Join us for a Very Special Event!
"Strategies to Help Protect Your Retirement”

You might find yourself checking your retirement accounts. Of course, when the market is up, you like what you see. But, when the market is down….oh, boy….it is tough.

Monday, March 23rd
at 6:00pm

or

Wednesday, March 25th
at 6:00pm

Morton’s The Steakhouse
6250 Canoga Ave, Woodland Hills, CA 91367

Enjoy your choice of
8 oz. Center-Cut Filet Mignon, Broiled Salmon Fillet, or Chicken

Bring a friend and join Evergreen Team Insurance Marketing, LLC for this event.

Here’s what’s been happening over the past year:

  • Inflation continues to chip away at purchasing power, especially for retirees on fixed incomes
  • Interest rates have shifted, creating uncertainty in housing and investment markets
  • Layoffs across industries are fueling financial instability for many households
  • Social Security is facing long-term funding concerns, causing anxiety about future benefits
  • Recent tax law changes have created both opportunities and planning considerations for 2026

The Good News: YOU HAVE SAFE MONEY OPTIONS

We are inviting you and a friend to join us for a special event to review some of the options to keep your money safe. You will discover:

  • How to protect your money from market loss
  • Additional options for potential growth while keeping your principal safe
  • Getting more of your money to your beneficiaries (instead of the government)
  • Using tax-deferred income tactics to protect your nest egg

Reserve Your Spot Today!

Fill out the form below to RSVP:

Secure your retirement and ensure peace of mind. Contact us today for tailored advice and support. Providing Safety, Creating Peace of Mind.

Contact info

*Backed by the claims paying ability of the carrier.
**Fixed Index Annuity products can provide a reasonable rate of return over time.

By contacting Jennifer Leids CA Insurance Lic. #0G27351, Steve Katz CA Insurance Lic. #0F80752, Jared Katz CA Insurance Lic. #4214496 / Evergreen Team Insurance Marketing, LLC CA Insurance Lic. #0K95213, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.

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