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Retirement & Financial Planning

Plan for a Secure & Stress-Free Future

Build a secure future with expert guidance and personalized financial strategies.

At Iguard Family Life Insurance, we believe that retirement should be a time of peace, not financial stress. That’s why we offer a variety of retirement and financial planning solutions designed to help you protect your savings, grow your assets, and prepare for life’s next chapter.

Whether you're just starting to plan or already close to retiring, our team is here to guide you through smart, tax-advantaged options that support your long-term goals while protecting your family’s future.

Types of Life Insurance We Offer:

🔹 401(k) Plans
🔹 Roth IRA Accounts
🔹 Annuities
🔹 Long-Term Care Planning

401(k) Plans

A trusted retirement savings account that allows you to invest pre-tax income. We’ll help you understand your options and maximize employer matches.

✔️ Benefit: Grow your retirement fund with tax-deferred contributions and compounding interest.

Roth IRA Accounts

An individual retirement account that lets your savings grow tax-free. Ideal for clients who expect to be in a higher tax bracket after retirement.

✔️ Benefit: Withdraw funds tax-free during retirement with no penalties if qualified.

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Annuities

A powerful tool that turns your savings into a guaranteed stream of income for life or for a specific term. Available in fixed, indexed, or variable formats.

✔️ Benefit: Provides lifetime income, stability, and peace of mind no matter how long you live.

Long-Term Care Planning

Prepare for the possibility of needing home health care, assisted living, or nursing home support in the future.

✔️ Benefit: Protect your assets and reduce the financial burden on your family by planning in advance.

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