Choosing the Right Retirement Income Strategist

by | Feb 3, 2014 | Uncategorized

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Choosing the right agent to help you develop a retirement income strategy can be key to the success of your retirement goals. With all of the methods, products and strategies, you want to have a qualified and licensed insurance agent that can help you understand the contracts and concepts associated with maximizing the use of your retirement assets. Here are some tips on choosing the right agent for your needs.


The insurance agent that you work with should be experienced and reputable in the field. They should be able to walk you through the advantages and disadvantages associated with many different types of retirement income strategies. You want this agent to understand your financial retirement needs, and be able to assist you in making the right decisions for your needs.


Your licensed insurance agent should also have integrity and a genuine concern about the well-being of their clients. If you’re going to deal with an insurance company that you are not familiar with, find out as much about them as you can, before you purchase any products. Don’t be afraid to ask for referrals, and don’t forget to check the Better Business Bureau and National Ethics Bureau.


In addition to giving you information on annuities, your retirement income strategist should also have a variety of resources available for you to utilize. These would include tips and information on how to help you prepare and secure retirement income.

Experience, integrity, and resourcefulness are all very important things to look for when choosing the right insurance agent for your needs. It’s your financial future, and it’s important to have a trusted guide to help develop retirement strategies that may achieve more of your retirement goals.

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