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Annuity Guide

Learn more about the various annuity options available that can help you secure your retirement income.

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Tandem Trust Financial

John Berlet
(512) 650-2653 John.Berlet@RetirevoMail.com
Licensed in 33 states. John Berlet CA Ins Lic #0f06781, John Berlet TX Ins Lic #2609695


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Social Security Guide

Learn about some of the strategies you can consider to maximize your Social Security benefit.

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John Berlet

John.Berlet@RetirevoMail.com

1315 S Church Street Rockport, TX 78382

(512) 650-2653
Licensed in 33 states. John Berlet CA Ins Lic #0f06781, John Berlet TX Ins Lic #2609695
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Disclaimer: The information presented here is intended as information only and is not intended to represent tax, legal, or investment advice. Financial products can differ based on state of residence, age and product selected. Many financial products such as annuities may contain surrender charges and/or restrictions on access to your funds. Optional lifetime income benefit riders are used to calculate lifetime payments only and are not available for cash surrender or in a death denefit unless specified in the annuity contract. In some annuity products, fees can apply when using an income rider. Guarantees are based on the financial strength and claims paying ability of the insurance company. Read all insurance contract disclosures carefully before making a purchase decision. Rates and returns mentioned on any program presented are subject to change without notice.