Insurance protects many of your most valuable assets: your home, cars, health and loved ones. However, many Americans are unaware of the impact insurance planning can have on their retirement. There are several insurance strategies that can be utilized to ensure the safety of one of your largest assets: your retirement plan.
With decades of experience in safe money planning, we provide solutions that keep your nest egg as safe as possible, while still participating in market growth. One of the biggest retirement mistakes people make is underestimating the impact a large market loss—such as the ones Americans experienced in 2000-03, and 2008-09—can have on the future of their income and financial security.
At Bill Kinder & Associates, we design insurance strategies personalized to fit your needs and help you accomplish your personal financial goals. One such strategy is leveraging the use of annuities and cash value life insurance, to create steady, dependable monthly income now, in the future, or whenever you need it most. And best of all these investments never experience any losses so You only enjoy the gains.
Our Insurance Solutions Include:
As an independent insurance planning resource with decades of experience, we compare and select from dozens of highly-rated carriers and insurance product solutions to customize a plan for your specific needs. Not being bound by any one carrier ensures that we can design and get the insurance plan and products for you and your family.
Situation: George M. had a successful retail store and felt as though he was paying more taxes than he should be.
Challenge: His tax professional had deducted everything that he could find for George’s business yet George was still in a high tax bracket.
Solution: Jorge’s tax professional referred him to us and we helped implement a few strategies that IMMEDIATELY helped him lower BOTH his business AND personal taxes and helped him increase his retirement savings.
Outcome: George was able to realize an almost 50% reduction in BOTH his business and personal taxes as well.
Want to know more about how we can help you plan for a comfortable retirement? Call now for your FREE ‘Retire Happy’ Consultation – (304) 250-0250