Question 1

What is the company's mission?

Accepted Answer

The company's mission is to create a unique plan that will provide a secure, reliable income that cannot be outlived in retirement. They aim to secure the future and legacy for their clients through a sound approach to all aspects of working life and retirement.

Question 2

How does the company approach each client's situation?

Accepted Answer

The company carefully analyzes each client's needs and risk capacity/tolerance, with consideration of health, legacy, social security, inflation, lifestyle, pensions, benefits, and insurance.

Question 3

What new insurance plans does the company offer?

Accepted Answer

The company can provide information on the use of qualified funds to create a tax-free death benefit with instant liquidity. These new insurance plans could save clients money by repositioning their portfolio.

Question 4

What is the company's focus when it comes to clients' financial security?

Accepted Answer

The company's focus is on the safety and security of their clients' financial lives. They are happy to create a plan for each client to address their concerns, as studies have shown that people fear outliving their money more than death.

Strategic Retirement & Insurance Planning

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Frequently Asked Questions about Strategic Retirement & Insurance Planning

What is the company's mission?

How does the company approach each client's situation?

What new insurance plans does the company offer?

What is the company's focus when it comes to clients' financial security?