You've purchased an annuity, what does that mean for your beneficiaries?

Join Pete for this practical, educational event where your beneficiaries can learn the benefits of owning a Fixed Index Annuity, how it works, and what you need to do if something catastrophic happens to you.

Thursday, May 18th
at 6:30pm


Holiday Inn

17123 North Laurel Park Dr.
Livonia, MI 48152

When you outline in your will where you want all your belongings and money to go, you might think it’s that simple, end of story. However, in some cases, your money might not end up reaching your beneficiaries due to a mistake, on your part or theirs.

At our upcoming event, we’ll attempt to address how receiving death benefit from your annuity works for your beneficiaries, who we recommend you bring with you to the event. That way, they can get this information as well.


Holiday Inn

17123 North Laurel Park Dr.
Livonia, MI 48152

Dessert & Coffee Bar will be served.

We'll discuss…

  • The 1 mistake that could make things a mess for your heirs
  • Who should you name as a beneficiary? 
  • How does death benefit from a fixed indexed annuity work? 
  • Decisions you need to make about your money 
  • And more!

In the unfortunate case that something has happened and you, or your loved one has passed on, Dotson Financial is here for you. Join us for this educational event, bring your beneficiaries, ask questions, and know that we’re here to help.

9424 Newburgh Road |  Livonia MI 48150

3133 Van Horn | Trenton, MI 48183

10315 Grand River, Suite 306 | Brighton, MI 48116


Gibbs Wealth Management, LLC (“Gibbs”) is an SEC registered investment adviser, and Investment Advisory services are offered through Gibbs D/B/A Dotson Financial Group. Insurance products and services are offered through Dotson Financial Group. By using this website, you accept our Terms of Use and Privacy Policy. Gibbs’ investment advisory services are available only to residents of the United States in jurisdictions where Gibbs is registered. Nothing on this website should be considered an offer, solicitation of an offer, or advice to buy or sell securities. Any historical returns, expected returns, or probability projections are hypothetical in nature and may not reflect actual future performance. Account holdings are for illustrative purposes only and are not investment recommendations. The content on this website does not constitute a complete description of Gibbs’ investment advisory services. Before investing, consider your investment objectives and Gibbs’ fees. Gibbs is not a bank or depository institution licensed in any jurisdiction. GWM and GFG are affiliated companies. Products offered by Gibbs are Not FDIC Insured, Not Bank Guaranteed, and May Lose Value. All product and company names are trademarks™ or registered® trademarks of their respective holders. Use of them does not imply any affiliation with or endorsement by them.

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