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Greg Elie has been serving clients and retiree’s since 1990. He is licensed in life and health insurance in the states of South Carolina, North Carolina, Florida and Tennessee. Greg is well respected in the financial industry as a Complete Advisor. Being able to help Americans save taxes and reduce their risk in their retirement portfolios is what Greg specializes in. He has helped hundreds of clients’ have a more prosperous and less stressful retirement by showing them how to safely protect their assets from nursing home, medicaid, inflation and the ups and downs of the stock market. Greg offers support to clients by providing educational workshops for civic and church groups as well as other nonprofit organizations. He has given well over several hundred workshops throughout his career. Greg resides in Greenville and have been together for over 33 years. He has four children and one grand-daughter.
Saturday, July 19, 2025
Greg Elie of the Prosperity Group along with Vice President Patti Jaynes, explore innovative income strategies designed to help retirees boost cash flow—without touching their principal on this insightful episode of My Money is Safe with Greg Elie.
They discuss opportunities to refinance annuities purchased before 2023 and how to use tools like the Prosperity Group’s tax calculator to unlock hidden income potential. Learn how fixed index annuities and in-service rollovers can be leveraged to create pension-like income for a secure retirement.
Patti shares real client success stories where smart, personalized planning made a measurable difference. Whether you're looking to enhance your current retirement strategy or just getting started, this episode offers practical guidance you can act on.
Get your free copy of the Prosperity Plan ABCs book and discover more financial insights by watching related shows at financialprosperitytodaytv.com. Curious about your taxes? Try our easy-to-use tax calculator at mymoneyissafe.retirementreadytest.com/tax-analysis. For more details, call 1-800-440-0434 or visit mymoneyissafe.com.
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