Financial Help Centers
Bruce Sankin / Financial Education for Retires
Specializing in educating our clients, including our pre and post retirees, on the benefits and different types of personal insurance for the senior market. This includes Reverse Mortgages, Disability Insurance, Dental Insurance, Medicare or Medicare Advantage, Life Insurance, Mortgage Protection, Cancer, Critical Illness, and Final Expense insurance. Insurance can help protect our client's financial goals and retirement needs.
We also can help you in the following areas:
- Life Insurance
- Social Security
- Personal Financial Planning
- Financial 'Peace of Mind' For Our Clients
- Key Person Insurance
- Life Insurance - Guaranteed Income for Life
- Fixed Annuities
- Index Annuities
- Benefits of Annuities
- Annuities - Guaranteed Income for Life
- Educating 401k Plan Participants
- Educating 403b Plan Participants
- College Planning
- Individual IRAs-Traditional and Roth
- Safe Money Options
- Financial Help
- Retirement Help
- Estate Planning with tax advantaged resources
Come to our "Help Centers" for additional information!
Providing financial options for pre and post retirees for a secure and financially independent retirement!