Insurance often protects many of the most valuable assets you have: our homes, cars, health, income and your loved ones. However, many Americans are unaware of the impact proper insurance planning can have on your retirement. There are a variety of products and strategies that can be utilized to transfer various types of risk to an insurance company. That risk could be in the form of life insurance or an annuity.
One area we focus on with our clients is keeping their nest egg as safe as possible while still participating in market growth. Many retirees underestimate the impact that a big market loss may have on the future of their income.
With the right plan, you can earn money with your money—safely through the use of fixed annuities and/or life insurance. You can create steady dependable monthly income now, in the future, or whenever you need it most.
As an independent insurance firm, we are able to shop dozens of insurance carriers to find the best rates and product solutions to fit your specific needs. We also offer complimentary reviews on your existing fixed annuity and life insurance contracts.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 760-707-5555 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.