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Retire Right Academy
Plan for Now for Your Legacy Later
(817) 454-5086
Are You Ready for Retirement?
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Select plans to create your $1 Million Plan
Retirement Package Overview
Health-Medical Plans
$200.00
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Secure financial future with a health benefit plan (Medicare, ACA, Short Term Medical Plan (Health plans = $200K value)
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Long-Term Care Insurance
$125.00
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Protect against high costs of Nursing Home, hospice or home health care plans (Long-Term Care insurance = $125K Value)
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Dental, Vision, Hearing
$75.00
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Comprehensive coverage for dental, vision and hearing insurance needs. (DVH plans = $75K Value each)
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Medicaid Compliant Annuities
$125.00
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Crisis Medicaid Planning for urgent Nursing Home spenddown eligibility needs (Medicaid compliant annuities = $125K Value)
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Real Estate- Lady Bird Deeds
$250.00
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Avoid probate and leave your legacy for future generations with proper planning. (LadyBird Deeds = $250K Value)
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Short and Long Term Disability Plans
$75.00
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Prevent loss of income in the case of a short or long term illness or disability with the proper coverage (STD-LTD = $75K Value)
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401K, 403B and IRA Rollovers
$150.00
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Protect your retirement savings from increased taxes and early withdrawal penalties (Plan Rollovers = $150K Value)
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Life Insurance Riders
$150.00
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Enhance your insurance coverage plans with "riders" for Cancer, Heart Attack, Stroke and Alzheimers (Riders = $150K Value)
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Whole Life Policies - IUL Plans
$200.00
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"Be the Bank" and fund your retirement plan with an Indexed Universal Life (IUL) policy (IUL = $200K Value)
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Final Expense- Funeral Planning
$100.00
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Plan your "homegoing" and set up your final expense policy with your funeral planner. (Final Expense = $100K Value)
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Health Savings and Pet Insurance
$25.00
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Plan for sudden illnesses for yourself and your pets with a Health Savings/ Pet Insurance Plan. (HSA/PET = $25K Value)
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Homeowners Policy - Auto Referrals
$100.00
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Protect your mortgage and auto payments in case of an critical illness (Mortgage and Auto Protection =$25K Value)
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Location
3000 S Hulen, Fort Worth, Texas, 76109
Phone
(817) 454-5086
Email
[email protected]
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