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Safety First

safety_first_smallWe believe in safety first!

Reasonable Return

reasonable_return_newWe will evaluate your needs and offer you potential solutions!

Keep it Simple

keep_it_simple_smallYour financial future doesn’t have to be complicated!

Bill Smith Wealth Management, LLC

Bill Smith Agent
Carrie Hendrix mailicon Office Manager

2081 Columbiana Road, Suite 25 

Birmingham, AL 35216

FEATURED ARTICLES

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Educate Yourself

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Two

Understand the Basics

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Who's who in a Fixed Index Annuity

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Understand the Benefits

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Tax Deferral

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Indexed Interest Potential

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Protection Benefits

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INFORMATIVE INSURANCE SALES PRESENTATIONS

  • Strategies to feel good about preparing for retirement
  • Strategies that can help rebuild your financial needs
  • Strategies in challenging times
  • Strategies to help achieve financial goals
  • Strategies to help achieve your long-term financial goals
  • Alternative products in challenging times
  • Feel good about your retirement strategies
  • Feel confident about your retirement savings strategies
  • How you can get income that you won't outlive*
  • Information about IRA's and tax deferral characteristics **
  • Things to think about that may be more appropriate for your financial needs
  • How our clients have kept their money safe from market declines
  • Options that let you avoid taxes on IRA distributions**
  • Products that keep your principal safe from market declines*

*Guarantees are backed by the financial strength and claims paying ability of the issuing insurance company. ** We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation

If just one of these items are a concern you need to call us NOW at
(205) 206-4725.