Please Join Us
Join Evergreen Team Insurance for a special client education event featuring Allianz’s Neil Howe, where we’ll break down what the One Big Beautiful Bill Act means for your Social Security benefits and retirement planning.
Big changes are here — but the details matter. The One Big Beautiful Bill Act introduced major tax law adjustments that can affect whether your Social Security benefits are taxed, how much you keep in retirement, and the strategies you should consider moving forward.
Secure your retirement and ensure peace of mind. Contact us today for tailored advice and support. Providing Safety, Creating Peace of Mind.
*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.