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Information and Resources

Here is your one stop shop for all of the deeper information about the products we offer. We know there is a lot of “noise” out there about retirement planning and making the best choice. That’s why we’ve collected this information in one place for you, so you can make an educated decision. Remember what John says, “The vehicle your money is in, dictates everything!”. 

PowerPoint Presentations

Understanding Fixed Annuities
Increasing Income In Retirement
Allianz Benefit Control Annuity

Allianz Benefit Control PDF's & Brochures

Why Consider Allianz Benefit Control?
ABC Spanish Information.
Case Study Examples
Does Your Portfolio Have Too Much Interest Risk?
Laddering Index Allocations Strategy
ABC-Death Benefit
Protecting Your Retirement From Inflation
Protect a Portion of Your Retirement Savings
Stability & Reliability
Register Your Allianz Account
Additional Benefits and Riders
A Closer Look at ABC
Advantages of the Annual Reset
Preparing for the Unkown
The Income Multiplier Benefit
The Cost Of Waiting
Understanding SEPP's
Understanding the Allocation Charge
Understanding the Rider Charge
Using The Index Lock & Auto Lock Features
Using Auto Lock And Laddering
What is Accumulation Potential?
What is Hedging?

Longview Office
305 W. Loop 281, STE 101
Longview, TX 75605
(903) 331-0438

Tyler Office
110 N. College Ave, STE 1900
Tyler, TX 75702
(903) 553-4398

Lubbock Office

7103 82nd Street
Lubbock, Texas 79424

(806) 747-3420

 

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Copyright 2025 | All Rights Reserved | Rose Retirement Financial Services, LLC.  & Rose Wealth LLC

Privacy Policy | View Disclosure

Rose Wealth LLC is a registered investment advisor (CRD #: 334740). Information provided is for educational purposes only, not personalized advice. Our services aim to support your financial journey, but all investments involve risk, including potential loss of principal. Past performance does not guarantee future results. Information believed accurate but not guaranteed. Consult with our team for personalized guidance. Rose Wealth LLC does not provide legal, accounting, or tax advice. Insurance products and annuities offered through John Merkel, Texas Insurance License #943284, are not obligations of Rose Wealth LLC.

 

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