Life + Retirement Safety Plan

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The Life + Retirement Safety Plan is built for families who want life insurance protection plus a more predictable path to retirement planning and retirement income. Unlike traditional coverage that only pays after death, many modern life insurance options can include living benefits—features that may allow you to access part of the benefit if you face a serious illness or severe disability, helping with caregiving and major expenses. We also help you explore retirement income solutions, including annuities when appropriate, so you can protect your family today and build stability for the future.

** Living benefits and eligibility vary by carrier and policy. Accessing benefits may reduce the amount paid to beneficiaries. Not all policies include living benefits.