EXCLUSIVE EVENT FOR OUR CLIENTS!

Please Join Us

Unlock the Truth About Social Security & the Big Beautiful Bill — With Expert Guidance

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.

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Wednesday
February 25th

12:00 PM or 6:00 PM

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North Ranch Country Club
4761 Valley Spring Drive
Westlake Village, CA 91362

Why Attend:

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.

This event will help you make informed decisions — not just headlines.

About Your Speaker:

Neil Howe is a Senior Advanced Markets Consultant with more than 20 years of financial services experience, specializing in tax-efficient retirement, estate planning, and business strategies. Prior to Allianz, Neil worked at ING, Ameriprise, Voya, and Synchronize, advising advisors and wholesalers on advanced planning techniques. He holds the FLMI, CLU, and ChFC designations, along with state insurance and FINRA Series licenses. When he’s not educating others, Neil enjoys playing guitar and hockey, traveling, and spending time with his wife and two daughters.

Seats are limited. Choose the time that works best for you and reserve your spot today!

Reserve Your Spot:

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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