Insured Principal
Learn how certain insurance products may protect principal from index-linked market losses, subject to contract terms.
RETIREMENT PROTECTION, EXPLAINED SIMPLY
You worked for your future. Know what protects it.
You have spent years building your retirement savings. Now is a good time to understand how insurance-based strategies may help protect your future and which options fit your circumstances.
30+ YearsFinancial services experience
15 MinutesFree educational call
No PressureNo purchase obligation
Understand your optionsClear, straightforward answers
Education firstNo obligation to purchase
The 7-Point Retirement Harness
Free 15-Minute ConsultationAn educational conversation with Shawn
Personalized DiscussionUnderstand areas to explore further
Licensed Insurance ProfessionalTexas license #3503212
WHAT WE DO
Helping you understand your retirement protection.
Insured Money is an educational service provided by Greybeard Holdings LLC. Shawn Davis helps people approaching retirement understand insurance-based strategies, including fixed index annuities and their potential benefits and limitations.
The goal is clarity. You should understand how products work, where limitations and costs may apply, and what questions to ask before making any decision.
✓ Straightforward explanations in plain English✓ A focus on retirement protection and lifetime income topics✓ No obligation to purchase a product
THE 7-POINT RETIREMENT HARNESS
Seven areas worth understanding.
Explore these concepts with Shawn during your complimentary Insured Money Check.
Market-Linked Growth
Understand potential index-based interest crediting and the limits that may apply.
Volatility Protection
Explore alternatives that may reduce direct exposure to market fluctuations.
Lifetime Income
Discuss optional income features and guarantees where available.
Legacy Planning
Learn how beneficiaries and applicable contract death benefits may work.
Tax-Efficient Growth
Understand tax deferral in certain insurance contracts and important tax considerations.
Confidence in Decisions
Understand product features and trade-offs so emotions do not drive retirement decisions.
Know Your Next Step
Call or email about a free 15-minute discussion to explore your retirement questions.
Get in touch ↗The seven areas are educational topics, not guarantees or a promise that any one insurance contract includes all seven features. Product terms, eligibility, fees, surrender charges and restrictions vary.
THE PROCESS
A simple path to more clarity.
Start with a free conversation. There is no need to make a financial decision on the call.
Reach out
Call or email to arrange a free introductory conversation with Shawn.
Talk with Shawn
Take part in a complimentary 15-minute educational discussion about retirement protection concepts.
Leave with clearer questions
Better understand available concepts, potential limitations and topics worth exploring with your advisers.
Shawn Davis
MANAGING MEMBER · GREYBEARD HOLDINGS LLC
MEET YOUR GUIDE
Experience that puts clarity first.
Shawn “Greybeard” Davis brings over 30 years of financial services experience. Through Insured Money, he focuses on helping people ask better questions about protecting what they have built for retirement.
The introductory Insured Money Check is educational, free and carries no purchase obligation.
Texas Insurance License#3503212, as disclosed on the official website
Contact Shawn
GET IN TOUCH
Have questions about protecting your retirement?
Talk with Shawn Davis about insurance-based retirement protection and what a free, 15-minute Insured Money Check covers. Reach out directly by phone or email, with no online forms to complete.
Free educational call
No purchase obligation
Talk with Insured Money
Choose the way you prefer to get in touch. Shawn or a member of the team can discuss next steps.
Call us(916) 360-0696 Email Shawn Davis[email protected]
Business mailing address
Greybeard Holdings LLC
5900 Balcones Drive, Suite 100
Austin, TX 78731, United States
5900 Balcones Drive, Suite 100
Austin, TX 78731, United States
Insurance services are offered only where appropriately licensed and appointed.
COMMON QUESTIONS
Good questions deserve clear answers.
Here are a few things people ask before their first conversation.
Is the Insured Money Check really free?
Yes. The introductory 15-minute educational conversation has no charge and no purchase obligation.
Will I be required to buy an insurance product?
No. The introductory call is educational. No insurance product is sold through this website, and you are not required to buy anything.
What is a fixed index annuity?
A fixed index annuity is an insurance contract that may credit interest based partly on the performance of a referenced market index, under specific terms. It is not a direct stock market investment. Features, limits, fees and surrender charges depend on the contract.
Is this the same as FDIC insurance?
No. Annuities are not bank deposits and are not FDIC insured. Applicable guarantees depend on the claims-paying ability of the issuing insurance company. Please read our disclosures for important details.