Our Three Core Values
You need a solid retirement income strategy if you want to ensure things go smoothly after you’ve retired. Are you concerned about the possibility of losing all your savings in a risky investment? How about running out of savings years into retirement and needing to go back to work? We might be able to help you negate these fears. These are our three main values. If they align with what you value in a retirement income strategy, then we may very well be able to help you.
Keep Things Safe
One example of how a life insurance product might be able to help you? An IUL. An IUL (indexed universal life) insurance policy may be used as a safe place to keep some of your money. This money can then be taken out instead of having to dip into your other retirement accounts.
Receiving a Reasonable Rate of Return**
Nearly as important as safety, however, is earning a reasonable rate of return** on your money. Factors like inflation, the rising cost of living, and the fact that life expectancy is up may lead to the possibility of running out of money in retirement. That is, unless you’re earning reasonable returns** on your money. And, you can do this while still keeping that money protected. Some less conventional retirement options may offer both guaranteed* safety and reasonable rates of return** over time.
Keep Things Simple
Lastly, there’s the importance of being confident in your retirement strategy. If you spend most of your time worrying if the strategy you’ve constructed is working, are you really even retired? A more complicated option isn’t always a better one. In fact, we believe that some of the best retirement income options are simple ones. You deserve a strategy that you understand and feel confident in.
We Can Help
Every client’s needs, goals, and circumstances are different. And we understand this. Get in touch with us, to explore different retirement income options and hopefully determine which ones suit your needs. You can attend one of our seminar events, which comes with a gourmet meal and important relevant information, both offered at absolutely no cost. Or, you could schedule a one-on-one meeting with us to talk about your own specific situation. Give us a call today: Help us help you.