"The art is not in making money, but in keeping it."
RETIREMENT PROTECTION
Planning for retirement, whether that's five years away or 25 years down the road, is something each of us needs to consider. Making smart choices about how much money you save, and what retirement planning savings vehicles you use, can mean the difference between having the income you need in retirement to live the lifestyle you want, or struggling financially. There is no one-size-fits-all solution when it comes to saving for retirement, but if you prefer a product that offers safety and guarantees, you may want to consider the retirement protection benefits offered by annuity products and indexed universal life (IUL) insurance policies.
DEBT FREE LIFE
Debt Free Life ® is a modern way to pay off your debt using the cash value of a specialized participating whole life insurance policy. Using our exclusive software, your certified Debt Free Life ® consultant will generate a personalized debt elimination report showing you how and when to pay off each debt and the projected amount of interest you’ll save, all without spending any additional money each month.
SMART START
Every parent wants their children to have the very best start in life. When it comes to how to make that goal a reality, parents should consider the SmartStart plan, offered through Symmetry Financial Group. This program gives your child a head start on saving for their college education, the down payment of their first home, and even their retirement, all while giving them the protection of life insurance.
The SmartStart plan is a way to help you set aside funds to protect your child's future while protecting their insurability, regardless of what happens later in life. The SmartStart life insurance policy provides insurance coverage for your child, coupled with a cash value savings component, which is certainly a smart start.