Companies and Businesses
Enroll NowEveryone who works deserves a retirement exit strategy.
Whether employee or owner, everyone is more effective at their profession when they have a realistic plan to retire. Many employers invest in their employees by contributing to their retirement account. However, the value of this investment may not be fully realized if employees fail to have a written retirement income plan. They have no idea of the total savings they will eventually need to attain their goals. Throw in ignorance about Social Security, Medicare, taxes and you have a recipe for employee stress and potential retirement failure.
Sponsoring Retiring Smarter is an easy and cost effective way to help increase retirement confidence for older employees. Retiring Smarter will promote your organization and highlight the value of the benefit package you offer. It assists older employees unsure where they stand and help them confidently transition into retirement.
Numerous businesses have successfully sponsored Retirement Peace University. If you are interested in learning how this program has helped other organizations, contact our class coordinator at
lisa@retirementpeace.org
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This information has been provided by a Licensed Financial and Insurance Professional and is designed to provide a general overview with regard to the subject matter covered and is not state specific. The authors, publisher and host a re not providing legal, accounting or specific advice for your situation. The statements and opinions expressed are those of the author and are subject to change at any time. All information is believed to be from reliable sources; however, presenting professional makes no representation as to its completeness or accuracy.
Securities offered through CreativeOne Securities, LLC, Member FINRA/SIPC. Retiring Smarter and Retirement Defenders are affiliated. Retiring Smarter and Retirement Defenders are not affiliated with CreativeOne Securities, LLC.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice and is not sponsored or endorsed by the Social Security Administration or any government agency.
Investing involves risk, including the loss of principal. No Investment strategy can guarantee a profit or protect against loss in a period of declining values. Any references to protection benefits or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing insurance company. 18891 - 2019/5/22