CBI65 Insurance, Inc.

Longevity Planning

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Can you afford to live the long life you imagined?

Only 19% of workers and 39% of retirees have tried to calculate how much money they would need to cover healthcare costs in retirement.*  Couples retiring this year will need $315,000 to cover health care and medical expenses over the course of their retirement, according to a new report from Fidelity.**

Our agents are prepared to have these sometimes difficult planning discussions and find ways to help you get the most out of your retirement by finding products that protect you with premiums that are a reasonable investment.

We can assist with:

  • Long Term Care

  • Personal representative assignments

  • Life insurance

  • Cancer and Critical Illness Plans

  • Collaborating with your financial planner to make sure you have a robust retirement plan

*©2018 EBRI/Greenwald Retirement Confidence Survey                                            **2022 Fidelity Retiree Health Care Cost Estimate