Our Clients
WHO
Are you looking for a different retirement income approach? Whatever your lifestyle, we want you to feel more confident you’ll have the income to support it. We believe that a solid retirement income strategy is the best way to have that assurance – for everyone. Who inspires us? People like you.
WHO
Are you looking for a different retirement income approach? Whatever your lifestyle, we want you to feel more confident you’ll have the income to support it. We believe that a solid retirement income strategy is the best way to have that assurance – for everyone. Who inspires us? People like you.
Financial Planning for
Healthy, Active Retirees
Whether you like to travel, play golf or take your grandkids to the movies, we want you to be confident that you have the income to support your lifestyle. Retirement income planning may be the best way to fill your calendar.
Financial Planning for
Single and Widowed Retirees
One thing most single and widowed retirees have in common is that they do not want to become burdens to their families or friends if disability strikes. They have worked hard all their lives, and for the most part have been givers. They don’t relish the idea of having to become takers. We can help ease their minds to a great extent as we help them position themselves for the future. We do this by offering stability, security,* income, and growth, with the possibility of adding benefits for specific circumstances.**
Financial Planning for Retirees facing severe medical issues
We understand the emotional and financial impact of you or your spouse receiving a life-altering diagnosis. We can arrange for a reliable* lifetime income**, protection against market downturns, a minimum guaranteed growth, plus the potential for greater growth credited to your principal. Some products even allow you to secure up to double income after a qualifying health event, to help cover assistance in your home or a care facility.
Adult Children who hold Power of Attorney (POA) for a parent
Being given the financial responsibility for an aging parent can be daunting. We can help guide you through the process offering products that are geared to offer protection from downside market risk, while providing a guaranteed* monthly income. So you can relax and enjoy your time with Mom or Dad.
