Retirement Transitions
Retiring isn't just riding off into the sunset anymore...
Social Security income benefits can start as early as 62 but full retirement age (when you get 100% of your benefit) is now 66 or later. Medicare starts at age 65. How does that work?
You may be working at 65 and have employer coverage but want to retire and your spouse is only 60. What are your options?
You loved your job so much you blew past age 65 and now at 70 decide to take that long-deserved retirement, how do you make that happen?
Our agents will answer all these questions and any others that may be unique to your situation. There are many moving parts that we will outline for you. We will point out pitfalls and things to avoid or take advantage of as they are available.
We can illustrate the differences in your current and future insurance options in a way that helps you understand how to utilize the products and get the best outcome from your premium investment.