COMMON QUESTIONS

The questions skeptical people ask first.

Straight answers before you decide whether a call is worth your time.

Aren't annuities a rip-off? My advisor said to avoid them.

You’ve heard that plenty. Some older products gave people reasons to be cautious. Many advisors aren’t licensed to offer these, so avoiding them is often the only answer they can give. Shawn spent 30 years on that side of the business. The Insured Money Check is where he explains the difference for your situation. No pitch.

What does the call cost?

Am I going to get locked into something?

What does Insured Principal mean?

Can retirement money still grow when markets rise?

Why does volatility matter near retirement?

Want a straight answer for your own situation?

Start the free Insured Money Check →

What does lifetime income mean?

What happens to the money after I pass away?

How does tax-efficient growth fit into the seven?

Why is emotional decision-making part of being insured?

Your next step

Find out how much of your

money is

money is

actually

actually

insured.

insured.

15 minutes with Shawn. He’ll walk you through all seven, for your situation and give you a straight answer. No products. No pitch.

Start the free Insured Money Check

Start the free Insured Money Check

Helping pre-retirees understand which of the seven kinds of insurance their money already has — and which it's missing. A free 15-minute Insured Money Check with Shawn. No products, no pitch.

Shawn Davis is a licensed insurance professional in the State of Texas (License #3503212). Fixed Index Annuities are insurance products, not securities. This website does not constitute investment advice.

© 2026 Greybeard Holdings LLC

Helping pre-retirees understand which of the seven kinds of insurance their money already has — and which it's missing. A free 15-minute Insured Money Check with Shawn. No products, no pitch.

Shawn Davis is a licensed insurance professional in the State of Texas (License #3503212). Fixed Index Annuities are insurance products, not securities. This website does not constitute investment advice.

© 2026 Greybeard Holdings LLC

Helping pre-retirees understand which of the seven kinds of insurance their money already has — and which it's missing. A free 15-minute Insured Money Check with Shawn. No products, no pitch.

Shawn Davis is a licensed insurance professional in the State of Texas (License #3503212). Fixed Index Annuities are insurance products, not securities. This website does not constitute investment advice.

© 2026 Greybeard Holdings LLC