Choose the type of consultation you need. We’ll ask a few questions so Loretta can understand your situation and determine the appropriate next steps.
Who Would Benefit From a Life Insurance Consultation?
- Families who want to make sure their loved ones are financially protected
- People who need Final Expense or Whole Life coverage
- Individuals interested in cash-building life insurance strategies
- People interested in Living Benefits
- Individuals with health concerns or a previous decline who want to explore available options
- People who already have coverage but want to make sure it still fits their needs
- Parents or grandparents interested in coverage for children or grandchildren
How to Prepare for Your Appointment
- Know approximately how much life insurance coverage you’re looking for.
- Know how much you’re comfortable spending per month.
- Have copies of any current life insurance policies available so we can review exactly what coverage you already own.
- Be prepared to discuss basic, relevant health information, including current medications.
- Think about who or what you want the coverage to protect.
- Have any questions or concerns you’d like addressed.
If you decide to move forward with an application, additional information may be needed to complete the application.
You May Not Need an Appointment
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Who Would Benefit From a Safe Money & Retirement Consultation?
- People approaching retirement, or already retired, who are seriously considering their options
- Individuals with money in a 401(k), 403(b), TSP, IRA, CD, savings, annuity, or other retirement account
- People considering a rollover after retiring, changing jobs, or leaving an employer
- Individuals concerned about protecting their savings from market losses
- People interested in reliable retirement income
- Individuals exploring annuities or other safe-money strategies
- People ready to evaluate whether one of these strategies may be right for them
How to Prepare for Your Consultation
- Have your most recent retirement or account statement available so we can work from your actual current balance rather than an estimate.
- Know when you plan to retire, or when you retired if you are already retired.
- Be prepared to discuss what you want this money to accomplish — such as protecting principal, creating retirement income, reducing market exposure, or pursuing long-term growth.
- Have information available about other retirement accounts or assets that may be relevant to the discussion.
- Think about whether you expect to need income from this money and approximately when you would need it.
- Have any specific questions or concerns you would like addressed.
Complete Your Online Retirement Intake Form
After you book your appointment, you’ll receive a link to a brief online Retirement Intake Form. It’s completed electronically — there’s nothing to print, download, mail, or email. Your information goes directly into our system so Loretta can review it and prepare for your consultation.
Please submit your completed intake form at least 2 hours before your scheduled appointment. If it hasn’t been received by then, we’ll need to reschedule your appointment so there’s enough time to prepare.
This consultation is intended for individuals actively exploring retirement or safe-money solutions. It is not intended for general financial-information requests.
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Takes about 30 seconds.