Retirement planning that includes protecting your nest egg and providing peace of mind.


The only constant in life is change – change in employment and career, change in financial conditions and markets, and changes to your life plans. In times of change, it's key to stay on the ball and be proactive with your retirement planning.

A retirement plan should contain more than one component and there are fixed products you should consider incorporating into your overall portfolio. We will review the types of products that suit you to help you select the best option, given your financial objectives and time frame.

Some of these choices provide principal protection and are not market exposed. You can maintain tax-deferred investing with IRA rollovers, as well as enjoy the benefit of income for life from some products and elect an estate planning component. Also, some 401(k) rollover products pay a premium bonus to the account holder. 

To learn more about these retirement products and discuss your planning, contact Shawne Hebert