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My New Retirement

Experience a modern retirement strategy designed to offer:

  • Protection from market downturns through index crediting
  • Potential for tax-advantaged income in retirement
  • Flexible income options that adapt to your needs

This could be one of the most important financial strategies you explore for your future.

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Protect Your Savings from Market Volatility

Did you know you can participate in stock market growth potential while protecting your account from market losses through index-linked crediting strategies?

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Reduce Your Tax Exposure

Explore IRS-approved strategies to accumulate and access money on a tax-advantaged basis, helping you keep more of what you earn and grow.

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Create Lasting Cash Flow

Build a plan designed to generate ongoing income for as long as you need it—with the flexibility to adjust as your life changes.

Growth Potential with Downside Protection

Access the potential for market-linked gains without being directly exposed to market downturns, while maintaining safeguards through an indexed strategy with a 0% floor.

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No longer reserved for the ultra-wealthy, this strategy can be used to supercharge your retirement!

Kelly Warner began his Insurance & Financial Services career as a personal producer helping Individuals, Families, and Business Owners prepare for retirement by mitigating financial disasters and saving taxes. Based in Northern California, Kelly is the Founder of Gameplan Financial Group and Smarter Wealth Solutions. We offer a wide range of Insurance and Financial solutions to meet our customers’ demands. Our partnerships with dozens of Top"A"Rated Insurance Carriers, Benefit Administrators, and Business Affiliates allow our Brokers to offer comprehensive industry leading Financial Solutions to help You meet Your Financial Goals, Estate Strategies, and Business Planning and Protection Needs. Specializing in wealth accumulation through proper protection and tax advantaged planning strategies, Kelly has the knowledge and expertise to help you achieve financial Independence and peace of mind.

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The My New Retirement™ Webinar

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Growth with Protection

You can participate in market-linked growth while being protected from direct market losses. Your account’s value is not reduced by market downturns.

Tax-Advantaged Retirement Income

This strategy is designed to provide potentially tax-advantaged income during your retirement years. Withdrawals and policy loans are generally income-tax-free if the policy is structured and maintained properly.

Reliable Income for Retirement

When structured correctly, this strategy can create a steady stream of income throughout your retirement, giving you more confidence that your plan can support your long-term goals.

Take advantage of this incredible strategy today!

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