Retirement Planning

Saving for Retirement



Self-employed? Saving for retirement can be complicated…how much to save, which plan to use, and how much flexibility you need. Let us provide you with a personal analysis to help you with your decision. This short video offers more information for you.

Start the retirement planning process today!

Increasing Social Security Benefits

Decisions! Decisions! Decisions! All about retirement…how will you maintain your lifestyle during your retirement years? Are you concerned about running out of money? Where and when does social security fit in? How do you maximize your cash flow? Please take a few minutes to watch this video and then contact your Security Mutual Life insurance advisor for more information.

 

Social Security and Longevity Planning

Would you like to know how to maximize your social security retirement benefit? Well-informed retirees know that by delaying receipt of benefits, they can increase their monthly benefit payment by as much as 32 percent over what others may receive. This is only one of the many facts about social security that you need to be aware of. When to start benefits is a key question, and the answer varies based on individual circumstances. Take a few minutes to learn more about the intricacies of social security planning and how it fits into the overall plan for creating an income stream for one’s lifetime.

For more information, contact your Security Mutual Representative.

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Life Insurance – Protection and Savings

Are you concerned about running out of money in retirement? Terry Bradshaw — yes, Hall of Fame football legend Terry Bradshaw — would like to introduce Security Mutual Life Insurance Company of New York’s plan to help supplement your retirement income. While a life insurance policy is primarily purchased for the death benefit, with a proper design and sufficient funding to build cash value, it may also be used to provide living benefits. Please take a few minutes to listen as Terry shares information about Security Mutual and how you can supplement your retirement income with your life insurance policy’s cash value.

For more information, contact your Security Mutual Representative.

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The Retirement Quandary

Are you concerned about low interest rates that banks offer on CDs these days? What if you have to tap into your CDs to maintain your lifestyle? If you tap into your CD balance over and over, will you run out of money? Would you prefer a guaranteed payment for life? If your answer is yes, then please take a few minutes to review this video and contact your Security Mutual Life insurance advisor for more information.

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