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RETIREMENT STRATEGIES

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If you're like most Americans, you're concerned about retirement.

 

It’s never too early to being your retirement planning. The sooner you start the process, the easier it will be to achieve the retirement of your dreams. We can show you how to plan a secure retirement without the risk of losing your hard-earned savings.

 

We can show you ways to enjoy a financially secure retirement designed to protect a portion of your hard-earned savings from market volatility while addressing the potential for rising income-taxes and inflation concerns.

Fixed Annuities

 

Are any of your retirement savings protected from the volatility of the stock market? We can help you discover accumulation and various income options with 100% guarantee of your principle against market volatility.

 

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Life Insurance

 

You're probably familiar with life insurance, and the importance of the death benefit that it provides. If you pass away during retirement, the death benefit can be used to help fund your spouse's retirement goals, help replace lost social security income, or other needs. Of course, it can also be used if you pass away prior to retirement.  You might not be familiar with the potential benefits that a cash value life insurance policy can provide during your lifetime. Learn how life insurance can be beneficial to your overall plans.

 

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Fixed Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for your beneficiaries.

 

Keep in mind that most life insurance policies require health underwriting and, in some cases, financial underwriting.  For information on how life insurance works, including fees and expenses, please contact our office.

 

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

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