Getting Ready To Retire?

We’ve Got Your Back

How Much Can You Afford To Lose?

Diversifying risk and loss is of the upmost priority as you head into your Golden Years

Are You Protected From Market Risk?

How much do you lose when the market drops? 10%, 20%, 30%? What if we can show you how to lose 0%, or even make 1%-5% while everyone else is losing thousands? Talk to an agent today about how you can protect and hedge your retirement portfolio against market loss

Protecting Your Income

Annuities usually get a bad wrap, but did you know they can actually guarantee you lifetime income similar to a pension plan? If you don’t think social security will be enough, talk to an agent about how an income annuity could benefit your retirement plan and get you the income you need to last the rest of your life.

Do You Have Old 401(k)s or IRAs Floating Around?

Make your money work for you, if you have an old 401(k), 403(b), TSA, IRA, SEP IRA, or Annuity that you believe could be performing better, let’s set a time to review and get your money working hard for you.


“First off, I learned something I never knew before and after speaking with Plan4Life, I am excited to see how my old declining 401(k) is going to perform and just how much we will add to our retirement! “

Kelyn F.


Together, We Can Make Your Journey Stress-Free

Stop Thinking About It.

If you’ve ever gone to buy something, sat down with the sales rep and ran the numbers, got that weird feeling in your stomach like, “this isn’t a good deal” and when asked if you want to move forward say, “I need to think about it.” Well when it comes to your life insurance, STOP. […]

Part D Basic

Most of the Hype is for the most part on Medicare A and B “Original Medicare”. No one mentions Part D unless you need it, and by then you will most likely, not like it. Basically you must sign up for a Part D if you are Original Medicare eligible and do not have eligible […]

Is Your Business Thriving?

Are you an Insurnace Agency Owner/Manager? Is your business growing every year? Or are you stagnent? It’s said that 92% of insurance agents will fail in this industry within 3 years. Leaving, the obvious, 8% of agents succeeding to some degree or another. The secret? Building a duplicatable, yet simple platform to plug and play. […]