Joinopia Financial

Life Insurance to Protect Your Retirement

Life Insurance to Protect Your Retirement

Age: 47 years old

Occupation: Event Planner

Relationship: Married

Housing Status: Long-term homeowner

Wants: A boost in retirement savings that’s protected from market loss.

Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.

Age: 58 years old

Occupation: Small Business Owner

Relationship: Married with children and grandchildren

Housing Status: Long-term homeowner

Wants: To be prepared for retirement while ensuring his loved ones don’t take on any financial burden should something happen to him.

Needs: A whole life policy that doesn’t expire and offers a cash savings benefit that can help finance his retirement plans.

Age: 50 years old

Occupation: Real Estate Agent

Relationship: Married with adult children

Housing Status: Long-term homeowner

Wants: A boost in retirement savings that’s protected from market loss.

Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.