Tips for Safeguarding Your Retirement Savings
Financial Speacialist & Consultant
(408)888.0534
Please remember the details of our "3-in-1" program, designed to provide a safety net for your financial future when participating in a pension fund program. It's crucial to ensure that your income never runs out, that your income is doubled in the event of serious illness, and that any remaining funds are passed on to your heirs after you and your spouse pass away.
The "3-in-1" program offers the following benefits:
Lifetime income for you and your spouse, with the same income continuing to be distributed to the spouse after the primary annuitant passes away.
Doubling of your income when seriously ill (2 out of 6 ADL).
Transfer of your remaining pension fund to your heirs if you and your spouse pass away.
If you already have a financial advisor or company guiding you, please inquire about our "3-in-1" program to ensure the security of your financial future.
While many companies offer various bonus programs with conditions attached, our bonus program provides up to 45% of the total investment. However, it's important to note that only the "3-in-1" program ensures the protection of your benefits, giving you peace of mind about your financial future.
The program is available to those who change jobs, are laid off, or are in-service (currently working but 59 and half years old). We can roll over funds from a 401(k), 403(b), 547, Traditional IRA, SEP IRA, Roth IRA, or Simple IRA, but not savings or CDs.
SP Finance Solution serves clients in all 50 states
