Join Kevin Peters, CLU® from Lifestyle Life and Sharon Abbey, XML Wealth Advisor for an educational webinar on understanding annuities—so you can make informed decisions and gain clarity on these complex insurance vehicles.
Why You Should Attend
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Cut through the complexity—Annuities can be confusing. We’ll break down key components such as types of annuities, fees, tax treatment, and contract features.
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Benefits of a second opinion—Even if you already have an annuity, a fresh perspective can uncover overlooked costs or potentially better-suited alternatives.
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Align with your retirement journey—Discover the pros and cons and why different annuity types may or may not work for some retirement plans and risk profiles.
Register Below
About Kevin:
Kevin Peters is a Wealth Advisor with XML Financial Group. Kevin holds the Chartered Life Underwriter® designation and has been in the financial services industry since 1997, and with XML Financial Group since 2004. As a wealth advisor, Kevin focuses on assessing the unique situation of each of his clients through focused asset management strategies within the client’s financial plan geared towards achieving their goals through diversity and risk mitigation.
Kevin has over 20 years of independent insurance experience. He is the founder of his own insurance company, Lifestyle Life, with the goal offering independent insurance services that are in the best interests of his clients. Lifestyle Life Insurance offers Life, Disability and Long-Term Care Insurance, as well as Medicare and Health Insurance Planning. Lifestyle Life is not affiliated with XML Financial Group.
About Sharon:
Sharon Abbey is a Wealth Advisor and Branch Manager of the Breckenridge, Colorado office. She has over 20 years of experience in the financial services industry. She specializes in providing high-level service and strengthening client relationships. She provides brokerage and insurance services through XML Securities and investment advisory services through XML Financial Group. In addition, she serves as the Insurance and Options Principal of XML Securities.
In 1997, Sharon earned her associate degree in Accounting from the Fox Valley Technical College in Appleton, Wisconsin. She then moved to Colorado, where she started working in the financial planning business. She later furthered her education by completing the Registered Paraplanner designation and obtaining the FINRA series 6, 7, 66, 24, 4 and the Life and Health Insurance licenses. Sharon married her best friend and they have two boys who are both on the ski team. Her family spends most their time in the snowy Rocky Mountains. They enjoy the outdoors of Colorado and skiing, hiking, running, and camping.
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