Preparing for the Years After the Paycheck
Retirement income, principal protection, and rollover education — explained clearly, without jargon and without pressure.
Retirement Solutions
The questions we hear most often are simple ones: Will the money last? What happens if the market drops right before I retire? Can I turn savings into a paycheck? We help answer those questions with education first.
Fixed Indexed Annuities
Contracts issued by insurance companies that credit interest based on the performance of a market index, subject to caps, floors, spreads, and participation rates set by the carrier. Principal is not directly invested in the market.
Retirement-Income Strategies
Education on how different products may be used to create predictable income in retirement, including options that offer income for life.
TSP Rollover Education
Information about how Thrift Savings Plan balances may be handled at separation or retirement, and the differences between available options.
401(k) Rollover Education
Education on the choices available for an employer plan when changing jobs or retiring, including the potential advantages and disadvantages of each.
IRA and Retirement-Account Reviews
A review of existing retirement accounts, beneficiary designations, and how current holdings line up with your stated goals and timeline.
Principal-Protection Strategies
Discussion of products designed to limit exposure to market losses, and the trade-offs involved in exchange for that protection.
Roth IRA Education, when applicable
General education about Roth accounts and how they differ from traditional pre-tax accounts. Tax questions should be directed to a qualified tax professional.
Income That Outlasts the Paycheck
Most people do not want a lecture on products. They want to know whether the money lasts, what happens if the market drops right before they retire, and whether savings can become something that looks like a paycheck again.
We start with those questions and work backwards.
Education, Not Investment Advice
TruLife Insurance Group provides insurance products and educational information. We do not provide investment, legal, or tax advice, and we do not manage securities accounts. Annuity guarantees are subject to the claims-paying ability of the issuing insurance company. Product features, availability, and eligibility vary by state and carrier and are subject to change.
Let’s Find the Right Coverage for Your Family
Tell us a little about what you need. A licensed TruLife agent will review your options with you and answer your questions — with no pressure and no obligation.