Sears Insurance

  • About Us
  • Contact
  • Blog
  • Health
    • Good to Know
    • ACA
    • Individual under age 65
    • Individual over age 65
    • Large Group (51+ lives)
    • Small Group (1 – 50 lives)
  • Dental & Vision
  • Disability
  • Life
  • Long Term Care
  • Strategic Alliances
  • Publications
  • Newsletter
  • Testimonials
  • WELLMARK MEMBERS NOW HAVE $0 COST SHARE FROM HOME

Sears Insurance Forms Alliance with Principal Senior Financial Services Representative

  • Uncategorized

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.

Related Posts Plugin for WordPress, Blogger...
Debbie SearsJuly 18, 2016

Post navigation

Healthcare Reform → ← Affordable Care Act Timeline of Provisions

Related Posts

2021 BRINGS A FEW NEW CHANGES for Individuals and Business Owners

It’s been a long and trying year for all of us. From the children, to the adults, to business owners and the elderly, we are all ready to get back […]

Health Savings Accounts (HAS) Changes and Updates for 2020

The 2020 contribution limits approved by the IRS are single, $3,550family, $7,100 and catch-up (age 55+) is $1,000. Medical, Dental and Vision HSA contributions for 2019 up to your annual […]

I’m Your Advocate

One of the jobs that I take great pride in is being your advocate and educating you on the choices that are available for your consideration. I consider your needs, […]

Memorial Day Date, Traditions, History, and More

When is Memorial Day 2019? Learn more about the true meaning of Memorial Day—and how it differs from Veterans Day. Plus, read a brief Memorial Day history, facts about poppies, poetry, and […]

Recent Posts

  • HEALTH INSURANCE TRENDS Since the COVID-19 Pandemic
  • EMPLOYERS HAVE MUCH TO CONSIDER When Creating Their Team
  • 2021 BRINGS A FEW NEW CHANGES for Individuals and Business Owners
  • HEALTH CARE INSURANCE CHOICES ~ Ok, Boomers, this one’s for you!
  • HEALTH CARE INSURANCE CHOICES

Recent Comments

  • Debbie Sears on Is My Group Health Insurance the Right One for My Business?
  • Back pain relief on Is My Group Health Insurance the Right One for My Business?
Powered by WordPress | theme Diamond