Calculating Retirement Needs – We Can Help You Do The Math

Retirement planning has become the first priority for many individuals. Social Security and other retirement plans may not be sufficient for the clients’ needs. Though a client may be funding a 401(k) and IRA, they still might worry that they do not have enough savings opportunities, or that they may have a potential retirement shortfall.

One of the most overlooked savings tools for retirement is life insurance.

The cash value of a life insurance policy grows on a tax-deferred basis and may provide your client with a source of additional retirement income.
Address potential planning opportunities in your clients’ retirement plans.
We can generate a detailed report unique to each client on the potential income gap between their dream income, and what they are actually going to receive in retirement.
A member of our team would use this information to conduct a thorough retirement check-up, and help you show your clients how life insurance can positively affect retirement years.
Please contact us today – we look forward to the opportunity to help you complete a retirement check-up for each of your clients.