Retirement Asset Planning

For years in the insurance world, Retirement Asset Planning was simply a way for insurance agents to sell annuities.  At Providus, that couldn’t be further from the truth.

It is true that many of our clients are annuity purchasers, however, there is so much more to this field than that.  Our professional agents are well trained in the different types of annuities available as well as other asset accumulation vehicles like CD’s, savings accounts, etc.  The real work goes into looking at income streams both currently and contingently when there is a death of a spouse.  Most agents do not understand the impact of a death on social security and pension benefits.  This, many times, is the most beneficial part of our consultation.

Let us help you determine how to best position your assets to achieve the retirement that you desire.  And best of all, there is no obligation to you.

Medicare 101

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Retirement Asset Planning

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