New Retirees: Reclaiming Freedom

Ambitions and Activities
You may be:

  • Focused on living out your ideal retirement
  • Looking for ways to leave your legacy
  • Interested in helping grandchildren with college costs
  • Involved in philanthropy
  • Relocating to another home or purchasing a second home

Anxieties and Hurdles
You might:

  • Worry about outliving your savings
  • Be looking for tax benefits
  • Have current health issues and worry about future health care and long-term costs
  • Need to care for aging parents

What You Need
We can help you:

  • Develop a budget
  • Understand how life insurance can help protect your family
  • Identify your future needs
  • Manage your current assets and accounts

Life Insurance Solutions
You may benefit from:

  • TERM LIFE
    You get affordable, straightforward coverage with the possibility to convert to permanent life insurance down the road.
  • FIXED UNIVERSAL LIFE
    Permanent life insurance products can offer affordability, cash accumulation, and flexibility for the future. Look for flexible options such as an adjustable death benefit and premium payments.
  • INDEXED UNIVERSAL LIFE
    You can help protect loved ones with permanent life insurance and take advantage of stronger cash accumulation potential.
  • SURVIVORSHIP LIFE
    Policies can help offer protection for those who want to shield their beneficiaries from an uncertain tax environment, evenly divide inheritances among children, or leave money to their favorite charities.
  • WHOLE LIFE
    You get affordable coverage with a guaranteed premium to help cover burial costs or other final expenses.