Dynamic Annuity Betterment℠  Account

The Income Challenge

A common concern for investors, especially retirees, is how to generate reliable income without depleting their savings. Traditional annuities are often promoted by brokers and insurance companies, but they can come with high fees, commissions, and restrictive surrender charges that reduce long-term returns. At TRG, we offer a smarter, more flexible solution: the Dynamic Annuity Betterment℠ Account, or “Dynamic Account.” This managed alternative is designed to deliver steady income with growth potential, tailored to your personal goals, without the drawbacks of annuities such as restricted access to your funds.

Questions to Consider

Does your advisor maintain Cash Flow strategies which are flexible based on your needs, not theirs?

Does your advisor offer risk management strategies which may help protect capital during market downturns?

Do you understand how to calculate the effect of any surrender charges should you have an annuity (including when those charges end) and the tax ramifications of any current or future distributions from it?

Does your advisor provide tax ideas and strategies in retirement? Is your advisor transparent about how they are paid?

Is your financial strategy custom tailored to your needs? Is your advisor a fiduciary?

Your Income Solution Is Here!

The Dynamic Annuity Betterment℠  Account provides a customizable income strategy that evolves with your needs. It offers powerful features such as the potential for additional annual income and legacy benefits—ensuring your remaining assets go to your loved ones or to causes you care about.

Your investments are securely held at Charles Schwab & Co., Inc., giving you full transparency and 24/7 access. Most importantly, our approach focuses on you—no sales pitches, no third- party products—just a dynamic, managed path to financial confidence throughout retirement.

Take Action to Boost Your Current or Retirement Income Now