How can you decide what type of life insurance is right for you?
Don't just guess at something so important as your families future. With our advanced financial planning and insurance software, we are able to build a custom insurance program that meets your LIFETIME insurance needs. It helps you decide how much of your insurance should be temporary (term) or permanent (guaranteed to pay no matter how long you live as long as the premiums are paid)
How much should you consider putting into a deferred annuity or a guaranteed lifetime income annuity?
Math, science, and exhaustive PhD research have proven that you cannot have the optimal retirement income plan without an annuity. This is because annuities provide the highest level of guaranteed income you cannot outlive on a given sum of money. As a result, you can invest remaining funds more aggressively to help combat potential inflation over what could be a 30 or 40 year retirement. Our advanced planning software can model various outcomes to help you decide if and how much you should put into an annuity for the optimal retirement income plan.
Next Steps...
If you would like a life insurance analysis, or annuity review or proposal, please complete our contact form and Robert will call you to discuss.