Specialists in Protecting and Stretching your Retirement Money! 

 

WELCOME

Our goal at Life Planning Insurance is to help you protect and stretch your retirement money so that it can last throughout your lifetime. 

It is vitally important in today’s volatile market that you understand your choices for protecting your life savings from being depleted and that you do not run out of money during your retirement years! 

Most of us are aware of the importance of having health coverage, and at Life Planning Insurance we can certainly help you with choosing the right Medicare plan that best fits your needs (or Individual Insurance if you are not yet 65 years of age). 

But protecting your money goes beyond health insurance.  In today’s world our life spans continue to increase and it is common for a person to spend 20 to 30 years or more in retirement.  Do you share the questions that so many of our clients are asking?

  • When can I retire safely without running out of money?
  • Can I continue my present standard of living into my retirement years?
  • Is there a possibility that I will outlive my retirement money? 
  • How would it affect my family if I enter a nursing facility?
  • How would it affect my family if I die prematurely?
  • How will my Required Minimum Distributions (RMDs) affect my retirement savings?
  • How can I “ladder” my money to make it last longer?

With our sophisticated “Retirement Analyzer” software, we are able to show you (with easy to understand charts and graphs) where you are today and where you need to be in order to meet your objectives.  

Please give us a call so that we can answer your questions and guide you in the right direction, or schedule a free consultation.  

 

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