Phoenix 1948 The Asset Protector
Retirement Planning
Planning for retirement is one of the most important financial decisions you’ll make in your lifetime.
HEALTH INSURANCE
Providing the Health insurance policy to customers.
Retirement Planning
Planning for retirement is one of the most important financial decisions you’ll make in your lifetime. It’s not just about saving money—it’s about creating a strategy to ensure you can maintain your lifestyle, cover unexpected expenses, and achieve financial independence during your golden years. One of the most pressing concerns for retirees is running out of money. With rising costs of living, healthcare expenses, and the uncertainty of Social Security, it’s vital to have a reliable source of income that lasts as long as you do.
Health Insurance
True Wealth Health Insurance is dedicated to safeguarding your well-being. Our comprehensive plans offer coverage for medical expenses, ensuring you have access to quality healthcare when you need it most. With a focus on affordability and reliability, we provide peace of mind for you and your family, allowing you to focus on what matters most – your health and happiness.
Preventive Care
Access to specialists
Peace of mind
Emergency care
Affordable Health Plans
Financial Protection
Prescription Medications
Why Start Planning for Retirement Now?
The earlier you start planning for retirement, the more options you’ll have to build the secure future you deserve. A thoughtful retirement plan can help you:
Replace your income after leaving the workforce. Protect against market volatility and economic uncertainty. Ensure your loved ones are cared for.
At Phoenix 1948, we’re here to help you navigate the complexities of retirement planning. Whether you’re exploring annuities or looking for a comprehensive retirement strategy, we’ll work with you to create a plan that fits your goals and provides financial confidence. Contact us today to learn more about how annuities and other retirement strategies can help you achieve lifelong financial security.
The Role of Annuities in Retirement Planning
Annuities are a powerful tool that can help you turn your savings into a steady, guaranteed income stream for life. They are designed to provide financial security, offering peace of mind in retirement. Here’s how they work:
Guaranteed Income for Life: With certain types of annuities, you can receive a paycheck for the rest of your life, no matter how long you live. This eliminates the worry of outliving your savings.
Customizable Options: Annuities can be tailored to meet your unique needs, whether you want income to start immediately or later in life. You can also choose options to ensure payments continue to a spouse or other beneficiaries.
Tax Advantages: Contributions to annuities grow tax-deferred, meaning your money can compound faster until you start taking distributions.
Mortgage Free Life
Pay off your home faster, generate income for life and break the chains of conventional mortgages and retirement planning.
The average Mortgage Free Life client ...
~pays off their home in five years
~saves over $100,000 in interest paid
~creates tax-advantaged retirement income for life
A Mortgage Free Life plan represents a smarter way to pay for your mortgage and secure an income stream for your retirement, all at the same time. So, how does it work? By leveraging existing insurance and home equity products in tandem, we create a best-of-both-worlds outcome that helps clients of all asset sizes secure their nest and their nest egg.
Medicare & Medicare Supplement
Medicare is federal health insurance for seniors and some with disabilities, covering hospital and medical care. Medicare Supplement Insurance (Medigap) is optional coverage from private insurers that helps with out-of-pocket costs.
Personal & Family Plans
Explore personalized health insurance options meticulously designed to suit your individual needs, ensuring comprehensive coverage while remaining mindful of your budget constraints.
Network of Healthcare Providers
Showcase the extensive network of healthcare providers affiliated with your health insurance service, emphasizing the convenience and accessibility of quality medical care from trusted professionals within the network.
Group Health Plans
Explore our carefully tailored group insurance solutions, meticulously designed to support the health and well-being of your employees, ensuring their peace of mind and productivity within your organization.
Stay Connected With Me
We're here to help you take control of your financial future. Whether you have questions, need personalized advice, or want to explore how we can assist you, we're just a message or call away. Reach out to us today, and let's embark on a journey towards your financial success together.
(405) 808-4000
901 S Main St Suite 36, Stillwater, OK 74074, USA
Monday - Friday, 8:00 am - 5:00 pm
Send us a message
At Phoenix 1948, we’re here to help you navigate the complexities of retirement planning. Whether you’re exploring annuities or looking for a comprehensive retirement strategy, we’ll work with you to create a plan that fits your goals and provides financial confidence.
Contact us today to learn more about how annuities, Mortgage Free Life and other retirement strategies can help you achieve lifelong financial security.
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(405) 808-4000
901 S Main St Suite 36, Stillwater, OK 74074, USA
Monday - Saturday, 8:00 am - 8:00 pm
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