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Seminar: Income for Life — AM Session

Retirement Income

No matter what your retirement goals are, an important part of the road ahead is ensuring you have a steady stream of income.  Will Social Security be enough?  What about your 401(k)? 

Join us for an informational seminar to address these concerns and learn how to use annuities to help create income for life:

Date: July 24, 2024
Time: 11:30 a.m. Eastern Time
Place: Holiday Inn Express & Suites, 1381 Tiger Blvd., Clemson, SC

Boxed lunches will be served.

Hosted by:  Matt Brookshire, Financial Advisor at State Credit Union

Speaker: Michael Silverstein with TruStage

Space is limited.  Make your reservations today!  Call 803-255-8535 or email

Matt brookshire is a registered representative with, and securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. SC State Credit Union, SCU Financial Advisors are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using SCU Financial Advisors and may also be employees of SC State Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, SC State Credit Union Securities and insurance offered through LPL or its affiliates are:
Not insured by NCUA or any other government agency Not credit union guaranteed Not credit union deposits
or obligations
May lose value
During this presentation, annuities will be discussed. Fixed and Variable annuities are suitable for long-term investing, such as retirement investing. Gains from tax-deferred investments are taxable as ordinary income upon withdrawal. Guarantees are based on the claims paying ability of the issuing company. Withdrawals made prior to age 59½ are subject to a 10% IRS penalty tax and surrender charges may apply. Variable annuities are subject to market risk and may lose value.
 TruStage is the marketing name for TruStage Financial Group, Inc. its subsidiaries and affiliates, these entities and [speaker name] are not affiliated with LPL Financial.  TruStage Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer, 2000 Heritage Way, Waverly, IA, 50677. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution.  All contracts and forms may vary by state and may not be available in all states or through all broker/dealers.

CMGA-4751421.3-1023-0624  © TruStage