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Free guide for savers 55+ nearing or in retirement

Protect What You've Saved. Plan the Income You'll Live On.

Get The Retirement Income Decision Guide: Protecting What You've Saved, a free, plain-English look at the big decisions: a CD maturing, a 401(k) or IRA rollover, market and election-year worries, RMDs, and when to claim Social Security.

Inside the free guide you'll learn:

  • Ways to help protect savings from market downturns, and the trade-offs of each
  • Your options when a CD matures or you leave a job with a 401(k), with honest pros and cons
  • A fair side-by-side of CDs, bonds, and fixed indexed annuities: who backs them, liquidity, surrender charges, and taxes
  • How fixed indexed annuities credit interest, including caps, participation rates, and what can limit your growth
  • RMD and rollover basics, and common mistakes to avoid
  • Social Security timing questions to think through before you claim
  • 8 questions to ask any agent before you buy an annuity
  • A one-page retirement income worksheet

Takes about 60 seconds. A few quick questions help us send you the right information.

About you

Your age range

Your savings

About how much do you have in savings and retirement accounts?
Don't count your home or emergency cash.

Your goals

When are you looking to make a decision?
What's your main concern?

Where should we send your guide?

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Eric Gurr, Agency Owner, The Gurr Agency

About Eric

"I'm Eric Gurr, owner of The Gurr Agency, LLC in Apopka, Florida. After 8 years in insurance, I focus on helping people near or in retirement protect what they've saved and plan dependable income. With access to 25 carriers, I can compare options, and I'll be straight about when an annuity makes sense and when it doesn't." More about Eric →

The Gurr Agency and Eric Gurr are licensed insurance agents in AL, CO, FL, GA, KS, KY, LA, MA, MI, NC, NJ, OH, SC, TX, VA, and WV. We sell insurance products, including fixed indexed annuities. This material is educational and is not an offer of any specific insurance product. We do not provide tax, legal, or investment advice; consult your own tax or legal professional.

Annuities are insurance contracts. They are not bank deposits, not FDIC-insured, not insured by any federal government agency, and not obligations of any bank. A fixed indexed annuity is not a direct investment in the stock market or any index. Protection of principal from market losses, and any guarantees, are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are long-term contracts. Withdrawals above any penalty-free amount during the surrender period may be subject to surrender charges and market value adjustments. Withdrawals before age 59½ may be subject to a 10% federal tax penalty in addition to ordinary income tax. Caps, participation rates, and spreads may limit index-linked interest and may change at renewal. Optional riders may carry additional fees. Product and feature availability vary by state and carrier.

We are not affiliated with or endorsed by the Social Security Administration or any government agency.