Questions? Give us a call
Income Strategy Session:
Our main goal with our strategy sessions is to evaluate and design a plan that allows you to continue living the lifestyle you desire to live with the nest egg you have built. We believe that a solid retirement income strategy is the best way to have that assurance – for everyone.
We know that the circumstances of life can change. As trained professionals, our goal is to be here to work with you over the long term. We know that your retirement strategies must continue to provide the level of income you need throughout your life. So, even if things change, we’re here to help you update your strategy.
The majority of our clients fall into one or more of the categories below. Determining which category you fall into will help know better which strategy will work best.
Which of the following would you say is closest to your current situation?
- Healthy, active person planning retirement around the things they love... Whatever your hobby or passion, you want to feel confident that you have the income to support your lifestyle. Retirement income assessment and management can help you feel assured that you will have that income. As part of this group, your strategy should stress stability, income, and the possibility of asset growth.
- Seniors facing medical issues that will impact their retirement decisions... Unless you’ve been there, it’s difficult to imagine the devastation of a life-altering diagnosis. Concern for medical bills can be an ongoing factor. We can help you arrange for steady, lifetime income** and principal protection. What’s more, there are annuity contracts or riders** that provide increased income* – potentially double or triple – for qualifying healthcare conditions.
- Adult children who hold Power of Attorney (POA) for a parent or those with an adult child who will manage your finances eventually... Whether you’re a child holding a Power of Attorney, or a parent planning to turn over control in the coming years, there are many considerations regarding the goals and assets involved. As your financial professionals, we can streamline that discovery process. We will work with you to address any of your concerns. We want you to enjoy the time you get to spend with your family.
- Widowed or single seniors who are very independent... This group is diverse, but one thing most seniors have in common is that you do not want to become dependent on your families or friends in case of disability or other economic challenges. You worked hard all your life, have been a provider, and are not comfortable with the idea of relying on others. We understand independence and can help design strategies that provide for guaranteed* and steady lifetime income,** designed to help ease your mind and more confidently position yourself for the future.
What do I do next?
Identify the category that best fits you and contact us to schedule your free strategy planning session. You can call us at 270-904-6070, email us at education@safeguardky.com, or fill out the form for us to contact you.
Safeguard Insurance, LLC
Copyright 2022 -- All Rights Reserved
Insuring your health, life, and retirement.
Phone: 270-904-6070
Email: education@safeguardky.com
1600 Scottsville Rd, Suite 100
Bowling Green, KY 42104
The information presented on this website is for informational or illustrative purposes only. Safeguard Insurance is operated by licensed insurance agents who can help you enroll in an insurance policy. Safeguard Insurance, and any agents or employees, are not affiliated with or endorsed by the United States government, Medicare, or the Social Security Administration. We do not offer every plan available in your area, and any information we provide is limited to those plans we do offer in your area. Please get in touch with Medicare.gov or 1-800-MEDICARE to get information on all your options. When you request to be contacted about Medicare Advantage, Medicare Part D, or Medicare Supplement plans, you acknowledge that a licensed insurance agent may contact you by phone, email, mail, or in-person to offer additional assistance or to discuss all your Medicare health insurance options.
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