Live on or Leave on
As your working life progresses, your priorities will likely shift. Many major life events (weddings, births, education costs for children, etc.) are probably behind you. Your focus shifts to those “golden” retirement years when you can enjoy your hobbies, grandchildren, travel or simply relax at home.
During my career as a field agent, I’ve had members ask me what they should do with a sum of money they are looking to “dump” somewhere for safe keeping. First, I tell them that there is no safer place to put their money than with the Knights of Columbus. No one has ever lost money using our retirement products. There are no risks assumed by you, the members. Second, I ask the member a question: Is this money to “live on” or “leave on”?
I ask this because the answer makes all the difference. If you want a guaranteed flow of cash in retirement, one of our annuity options might meet your needs. If this money is intended as a gift for grandchildren, to assist your wife in the event of your passing or to give to your favorite charity, a Single Premium Whole Life policy might be the best product.
When it comes to decisions about your finances and your family’s future, don’t leave things to chance. Discuss the options with a brother Knight who knows how to help. Someone who’s helped many other Catholic families not too different from yours. Someone who can offer you life insurance, long-term care, disability income and retirement products backed by the strength and security of an insurance provider rated among the top in the industry.
Call me today to set up a time to meet. You’ll only regret that you didn’t call sooner.
Todd Bouchard FIC, BBA