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Getting Started

Now is the time to get yourself on the path to a secure future. Feel free to use any of the resources below to get started. When you’re ready for some guidance, contact us to learn more. We’re here to answer your questions and help you achieve your goals.

10 Things to know about Planning Your Retirement Income

Ensure that your retirement income will last as long as it’s supposed to last. – View the PDF »

 

Informational Videos


Retirement RealitiesWatch the Video »
Retirement is changing. It’s time to take a more active role in planning for – and protecting – your savings.

Annuity BasicsWatch the Video »
Learn what annuities are, how they work, and how critical they can be to a solid retirement plan.

Annuity Myths and TruthsWatch the Video »
Today’s annuities aren’t the same as they were years ago. Hear some myths – and then get the truths.

 

Beneficiary Review


Are your beneficiary designations up to date? The purpose of this Beneficiary Review is for policy owners and prospective clients to determine if their current beneficiary designations meet their goals. If your current and desired plans do not match, we can assist you in completing any changes to your designations. – Get Started »