Asset Protection

Diversifying your retirement assets among a variety of vehicles—both insurance and investment oriented, depending on what is appropriate for your situation—may offer you the best chance of meeting your retirement income goals throughout your lifespan.
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Asset Protection

Don’t put all your (NEST)eggs in one basket.

You’ve got plans — a lot of them. Wouldn’t it be more fun to focus on your dreams than constantly worrying about what the market’s doing?

Diversifying your retirement assets among a variety of vehicles — including a mix of products like life insurance and annuities, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals.

Anyone who invests in the market should understand it involves potential risk of principal. So, to provide some security not found in the stock market, you may want to include some steady, reliable products in your financial strategy. These products, such as annuities, can provide supplemental income throughout retirement and protect your money from declines due to stock market losses.




 

Strategies for Financial Independence

Contact us at info@asset-retention.com or call us at 949.595.4409 (toll free: 877.707.4409) to schedule a time to discuss your financial situation and the potential role of insurance in your financial strategy.


Have Questions for Troy Bender?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

At Asset Retention Insurance Services, we can offer you the following products and services:

(Click the images below to learn more about each service)

Retirement Income Strategies

Asset Protection

Annuities

Life Insurance

Tax-Efficient Strategies

Long-Term Care Strategies

We can also refer you to professionals who provide the following services:

» Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning » IRA Legacy Planning » Wealth Management

Get access to our helpful retirement kit which includes three guides that address topics you should consider when planning your retirement.

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Any media logos and/or trademarks used on this website are the property of their respective owners and no endorsement by those owners of the advisor or firm is stated or implied.

We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.

*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods that vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation.