Retirement Planning Meeting
When can you retire? How much will you need? Will it last?
- 2 hr2 hours
- Online Session or House Call is preferred
Rather see a video? WATCH: https://www.stlpsi.com/retirementplanningmeeting Are you asking the right questions? You only get once chance at signing your pension papers at work, and there's no going back once you do. Meet with us to do a full Trust Review of Assets and a Financial Assessment of your current Income Statement and Balance Sheet. There are a few situations you want to be prepared for, and retiring is just the very first one. Our representative will perform a full review of all Trust assets and Non-Trust assets. A live call will be placed to each carrier of an asset to explore current fees, surrender charges, riders, bonus claw-backs, caps on investment return, as well as participation rate on each annual return rate. The comment we most often get is: "No one has ever done such an extensive review like you provide." Please have the most recent statement (all pages) for each of your investments, stapled, in page order, and the original first statement behind it (if at all possible). Preparation Checklist: -Checkbook Statement from last month -Mutual Fund Statements (all pages) -IRA - His: most recent statement (all pages) -IRA - Hers: most recent statement (all pages) -401k/403b - His: most recent statement (all pages) -401k/403b - Hers: most recent statement (all pages) -Annuities: most recent statement (all pages). Fixed annuities have 1 annual statement an the anniversary. Variable have a quarterly that comes every 3 months (January/April/July/October). -Life Insurance Policies (please do your best to find ALL policies. -His Life Policy WORK -His Life Policy WHOLE LIFE -His Life Policy TERM -Her Life Policy WORK -Her Life Policy WHOLE LIFE -Her Life Policy TERM -His ILIT Trust Owned policy -Her ILIT Trust Owned policy -His BUY/SELL agreement policy -Her BUY/SELL agreement policy -Company Owned Policies on each KEY MAN -Golden Handcuff C-Suite policies and vesting schedules
All appointments not cancelled 24 hrs ahead of time will no be refunded as we will have missed the opportunity to serve others in that time slot.
By appointment only; Most appointments are via call or Zoom or Local Spots 6724 Perimeter Loop Road, Dublin, OH, USA