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  • Retirement Income
    • Fixed Annuity >
      • Annuity Overview
      • Fixed Rate Annuity
      • Fixed Index Annuities
      • Annuity Benefits
      • Fixed vs. Variable Annuities
    • Social Security >
      • Quick Overview
      • How Does It Work?
      • What Are My Benefits?
      • Deceased Spouse
      • Maximize Your Benefits
      • Estimate Your Benefits
    • Savings Bonds >
      • Quick Overview
      • How do they work?
      • What do they yield?
      • Tax Advantages
      • Older / Baby Bonds
    • Banks and Credit Unions >
      • Quick Overview
      • Certificates of Deposit
      • Money Market Accounts
      • Savings Accounts
  • Financial Protection
    • Life Insurance >
      • Overview
      • Different Types
      • Basic Considerations
      • Typical Questions
      • Common Uses
    • Critical Illness Insurance
    • How Safe Are The Companies? >
      • The FDIC Explained >
        • Quick Overview
        • What does the FDIC Cover?
        • How Does The FDIC Work?
        • Who Is The CDARS?
      • National Credit Union Administration (NCUA)
      • Financial Strength
      • What if they fail?
      • Risk Money Places
    • Identity Theft Protection
  • Strategies
    • Personal Pension Plan
    • Wealth Transfer
    • Basic Money Math
    • Financial Concepts >
      • Split Funding
      • Tax Deferral
      • Saving too Conservatively
      • Yield Ladders
      • Liquidity
  • News
    • Safe Money News
    • Archives
  • Videos
  • Guides
  • Resources
    • Financial Dictionary
    • FAQ / Ask a ?
    • Useful Resources
  • About

​Retirement Income and Financial Protection Strategies​ and Concepts

Personal Pension Plan

fixed annuities
The new retirement model is all  about longevity since most of us will live 25-35 years into retirement. Most people are concerned that their Social Security, pensions, and 401(k)s won't be enough income to sustain their retirement. The Personal Pension Plan will help you create guaranteed lifetime income.
Learn More

Wealth Transfer

social security
Wealth Transfer is the transfer of financial assets to beneficiaries upon the death of the owner in a tax efficient manner through financial planning strategies that often include wills, estate planning, life insurance, or trusts.
Learn More

Basic Money Math

savings bonds
The math formulas of saving may seem intimidating, but nothing that follows is more difficult than some of the basic algebra concepts you learned in high school. Trust us, these concepts will be easier to understand today.
Learn More

Financial Concepts

banks and credit unions
The financial concepts you will learn in this section will help you to understand the benefits associated with certain financial products, such as tax deferral, liquidity costs, and yield ladders. 
Learn More

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​LICENSED AGENT 

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Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​
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Resources

consumer guide
CONSUMER'S GUIDE:
​
How to Generate Lifetime Income with Fixed Annuities
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