Safe Strategies

Insurance protects many of the most valuable assets you have: your homes, cars, health and loved ones. However, many American’s are unaware of the impact proper insurance planning can have on retirement. There are several products and strategies that can be utilized to ensure one of your largest assets, your retirement plan.

One area we focus on with our clients is keeping their nest egg as safe as possible, while still participating in growth. Many retirees underestimate the impact that a big market loss can have on the future of their income.

Through the use of annuities, life insurance and other strategies, 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 many carriers to find solutions to fit your specific needs. We also offer complimentary reviews on your existing annuity and life insurance contracts.

We serve retirees and those approaching retirement, helping them avoid paying unnecessary taxes and probate costs, as well as protecting their income and assets from financial disasters like long term care expenses.

We specialize in combination plans that provide:

  • Competitive cash accumulation
  • Home health care benefit
  • Chronic illness benefit
  • Critical illness benefit
  • Terminal illness benefit
  • Death benefit

Income plans:

  • Lifetime income with no market risk