Retirement Strategies
Devising Your Retirement Strategy
Your #1 rule when planning for retirement should be: “Don’t lose money.” Certain insurance products, such as fixed indexed annuities (FIAs) or indexed universal life (IUL) insurance, may be able to help you with this. Furthermore, these products may be able to help you if you’re concerned with the possibility of running out of money. You may be able to profit off of the stock market, without the risk that investing in the market would entail. Products such as FIAs gain interest based on the movement of a market index, allowing you to gain a reasonable rate of return** over time.
Why Us?
Freedom Dream Team cares about the people we work with.
We treat our clients like family: It’s our job to educate you on your options and ensure you make the decision that fits your best interest. Contact us to learn about upcoming seminar events, or to schedule a no-obligation meeting so we can discuss your retirement strategy.
Learn More
Reach out to us to reserve a spot at an educational dinner seminar. At these events, we discuss topics like stock market conditions, tax laws, and other factors that may impact your retirement. Furthermore, attendance is at no cost, and it comes with a complimentary gourmet meal. You could also meet one-on-one with us for a meeting and review, where we’ll go over your current retirement strategy. Additionally, we can answer any further questions you might have. The information we provide could be the key to your financial future.
A Retirement Strategy Tailor-Made For You
Each person (or couple) is unique, and this is also true of their financial situation. Your strategy for retirement needs to be specially made for you, and we keep that in mind when assisting you. Remember: What you do with your money now will probably drastically impact you later on. So, it’s important to know all of the options available to you. We can help you do that, with our client-first approach.