Retirement for
Individuals & Families
We can tailor a retirement savings program that will take into consideration your current savings and your future retirement needs. Giving you the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
We are the Choice for Retirement
We will tailor a retirement savings program that will take into consideration your current savings and your future retirement needs. Have the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
It's time to make a plan for You
We know educators and non-profit professionals are driven by passion. A career in education or as a non-profit employee means devoting your life to helping others reach their full potential. We want to do the same for you, by helping you prepare for a comfortable retirement.
Beware of the Retirement Income Gap
It is crucial to understand how you will design your income in retirement and how long your income will last. We will help determine which streams of financing you should tap into initially to aim to reduce taxes and maximize income possibilities. In addition, we are familiar with the specific concerns and requirements of investors who have retired or are on the verge of retiring.
Insurance
Within the topic of Insurance, there are many different options available. We will assist you in understanding the distinctions between term insurance, whole life insurance, indexed universal life insurance, universal life insurance, and accidental Insurance. United Assurance Group can provide you with an Insurance policy that is a good match for your particular circumstances.
Retirement Solutions
If you have the appropriate insurance coverage, you may secure your possessions, defend your heirs, and shield your spouse from a great deal of concern and cost. On the other hand, the expense of retirement may be rather high, particularly if you need assistance with your daily activities. Planning for long-term care can help to safeguard your pleasant lifestyle.
Services
Retirement
It is crucial to understand how you will design your income in retirement, how long your income will last, and which streams of financing you should tap into initially to aim to reduce taxes and maximize income possibilities. In addition, we are familiar with the specific concerns and requirements of investors who have retired or are on the verge of retiring.
Insurance
Within the topic of Insurance, there are many different options available. We will assist you in understanding the distinctions between term insurance, whole life insurance, indexed universal life insurance, universal life insurance, and accidental Insurance. United Assurance Group can provide you with an insurance policy that is a good match for your particular circumstances.
Long Term Care
However, when you are still a long way off from needing long-term care, it is the ideal moment to start making arrangements for it. If you have the appropriate insurance coverage, you may secure your possessions, defend your heirs, and shield your spouse from a great deal of concern and cost. On the other hand, the expense of retirement may be rather high, particularly if you need assistance with your daily activities. Planning for long-term care can assist us in doing to help to safeguard your pleasant lifestyle.
Who We Are
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How can a 403(b) help you
We all want to be confident that we’ve got enough to retire on. But the truth is, your pension and Social Security may not be enough.
The majority of educators rely on their state-funded pension plan. However, there may be a significant difference between your pension and the retirement income you'll need to enjoy the retirement you worked so hard to earn. Fortunately, a 403(b) can help you close that income gap.
A 403(b) is a tax-deferred savings plan for educators. And it’s available through your school district. Adding a 403(b) to your retirement plan can help you secure a future you’ll enjoy.
Who We Are
Whether you are 35 or 65, the choices and goals that you make right now will have an effect on the way you live in the years to come. We can assist you in correctly allocating your retirement portfolio to comply with your ultimate retirement strategy. And since you will require income from your retirement savings in the future, we can devise a plan to assist you in getting the most of your income while keeping your tax liability to a minimum to instill confidence in you that you will not deplete your savings before your time.
Save with someone you trust
The primary objective of our company has always been working with people who are determined to seek out and execute the counsel and direction that is best suited to their requirements.
We collaborate with diverse people, including individuals, families, company owners, professionals, and retired persons. When it comes to assisting our customers in preserving and expanding the wealth on which they will rely during and after their retirement, we take great satisfaction in the fact that we maintain an objective approach. We would consider it a pleasure to provide you and your family with the same service.
What We Do
The primary objective of our company has always been working with people who are determined to seek out and execute the counsel and direction that is best suited to their requirements.
We collaborate with diverse people, including individuals, families, company owners, professionals, and retired persons. When it comes to assisting our customers in preserving and expanding the wealth on which they will rely during and after their retirement, we take great satisfaction in the fact that we maintain an objective approach. We would consider it a pleasure to provide you and your family with the same service.
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Don't miss out on the next post! Have the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
Join Our Newsletter
Don't miss out on the next post! Have the peace of mind that you are contributing to a financial product that is protected and backed by a company with decades of experience.
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(360) 218-5548
clientservices@unitedassurancegroup.com
Contact Info
425-892-4242
clientservices@unitedassurancegroup.com
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