Retirees
I’M RETIRED, WHAT DO I NEED TO DO?
Retirees
Who?
- Age 65 and over
- Increased Net Worth
- No longer working or working part time
Priorities
- Mortgage is paid off
- Little to no debt
- Review pension arrangements
- Staying on budget (Download our app!)
- Living off savings
- Reducing income tax
- Taking care of the “What-ifs?”
- Long Term Care
- Premature Death
- Make a will
- Consider powers of attorneys
- Making sure health insurance is adequate
- Estate Planning
Latest News
How To Use Insurance To Provide Your Family With Financial Protection
The best way to provide your family with financial protection is with solid insurance planning. These three types of insurance will ensure your family has the financial resources they need if you die, are injured, or become ill:
– Life insurance.
– Critical illness insurance.
– Disability insurance.
Understanding Target Loss Ratio and Your Group Benefits Plan
Unlock the mysteries of your group benefits plan! Discover how the target loss ratio (TLR) can influence your premiums and what it means for your company’s future. Dive in now!
What is disability insurance?
Discover how disability insurance can safeguard your income if you’re unable to work due to injury or illness. Learn about the benefits, how it works, and why it’s crucial for everyone, especially the self-employed.
