My name is Ty Storlie. For nearly 25 years, I have worked specifically in the annuity industry, helping financial professionals develop retirement income strategies for their clients. I now bring that experience directly to individuals and couples who are approaching retirement or already retired and want to explore turning a portion of what they have saved into a retirement income strategy designed to provide dependable income.
As retirement gets closer, the conversation changes. It is no longer only about accumulating assets. It is about what may replace your paycheck, how to protect what you have built, and whether your income strategy is designed to support the life you want throughout retirement.
That is where my experience matters.
I help individuals and couples investigate whether a fixed or fixed indexed annuity may help create a dependable stream of retirement income, provide protection from direct market losses, and address potential income and inflation gaps.
While many financial professionals focus primarily on helping clients accumulate assets, my work focuses on helping clients understand how a portion of those assets may be used to create retirement income. This transition requires a different kind of planning because the goal is no longer growth alone. It is also about generating income, preserving flexibility, managing risk, and supporting the life you have worked hard to build.
Over the years, I served as Regional Vice President of Sales for Prudential Annuities and Divisional Marketing Director with AIG SunAmerica. In those roles, I worked with approximately 1,300 financial professionals and supported nearly $2 billion in annuity sales.
That experience gave me a deep understanding of how annuities work, where they may add value, and where they may not be appropriate. My job is not to convince you to buy an annuity. My job is to investigate whether one belongs in your retirement strategy. If it does, I will explain why. If it does not, I will tell you that too.
I believe clients deserve to understand both the benefits and limitations before making a decision. I explain the options clearly, answer the difficult questions, and help you evaluate how each strategy may affect your income, access to your money, growth potential, fees, surrender periods, and long-term retirement goals.
My office is located in Breckenridge, Colorado, and I serve clients throughout the mountain region, including Breckenridge, Vail, and Aspen. I also work with clients virtually through secure online meetings. We can meet face-to-face, share computer screens, and review retirement income strategies together, allowing you to see how each option works and how it may apply to your specific situation without leaving your home.
Many of my clients are approaching retirement after working hard and saving for many years. Others are already retired and looking for ways to protect what they have built, create dependable income, and address potential income and inflation gaps.
I do my best to take the mystery out of annuities and retirement income planning. My approach is straightforward, educational, and personal. There is no pressure to move forward with a strategy you do not fully understand, or that does not make sense for you.
My goal is to help you make informed decisions so you can have greater confidence and peace of mind now and throughout retirement.
Retirement should not be viewed only as a financial finish line. It is a new stage of life, and your income strategy should be designed to support it.
If you are looking for clear guidance on creating retirement income, protecting a portion of your savings from direct market losses, and determining whether an annuity may be appropriate for you, I would welcome the opportunity to speak with you.
Sincerely,
Ty Storlie