Planning for Life

General Info

Planning for Life with Modern Woodmen of America Meet your needs and achieve your dreams through all stages of life. We can help you with: Protection: The foundation of your planning None of us know what tomorrow might bring. Protect yourself and your loved ones against life's uncertainties with affordable options. • Life insurance • Disability income insurance • Long-term care insurance Saving money (and keeping it saved) doesn't happen by accident. It takes planning, discipline, systematic savings, and commitment to achieve your goals. We can help. • Cash value life insurance plans • College savings plans • Mutual funds • Brokerage and asset management accounts​ Retiring - Are you concerned about your retirement years? We can help. • Annuities • Traditional and Roth IRAs • 401(k) rollovers • Medicare supplement plans Retirement Distribution - Will your money last through retirement? When you are ready to retire, retirement distribution planning helps you determine how and when to best draw upon your savings so you don't run out of money. Modern Woodmen offers a range of products that can help you plan for your retirement. • Flexible Annuities • Immediate Annuities • Variable Annuities We also provide the following for business owners: Whether you are just starting out or you’ve been successfully operating for years, you should plan how your family and your business will be affected should something happen to you. • Life insurance • Disability income insurance • Long-term care insurance Attracting, retaining, and rewarding quality employees is critical to your business. • Salary Allotment Plans for life insurance and annuities. • 401(k) and 403(b) plans • SEP and SIMPLE IRAs • Group benefit plans Call me today at 859-361-96-1 or email me at dustn.j.ober@mwarep.org to start the conservation.

Categories

Financial Services, Insurance, Life Insurance

Services/Products

Term Life Insurance, Whole Life Insurance, Fixed Annuities, Youth Life Insurance

Payment Options