There has been a recent alliance formed between Sears Insurance and a Senior Financial Services Representative with Principal that is very exciting.
The Senior Financial Services Representative works with business owners or executives of corporations to develop a plan and/or strategy for their insurances and their monetary assets as they retire from the business world.
Having this plan in place allows an individual to determine at various junctures in their time-line where they can afford to live, how they can enjoy their hard-earned dollars with vacations, etc. How their funds should be invested and managed so they maximize their dollars and minimize their taxation.
This person relies on Sears Insurance to work as a team member to put into place proper health insurance, proper life insurance (for not only estate planning, but possibly successorship planning), long-term care insurance protection and fixed annuities where applicable.
With us working together with the same values and number of years of experience, we feel confident that we can offer you the highest quality and best-managed portfolio for yourself and your family. I will be sharing more information as it becomes available but please know you can call us any time. It is always better to call 6 months or even a year before your retirement date. This allows all of us an opportunity to analyze your needs and your wants and develop a plan.