Helping you plan ahead for your care needs
How can a Bridge Annuity help you.
Bridge combines and indexed annuity with a long-term care rider. An indexed annuity contract gives you the benefits when markets are rising, and protection when they're fluctuating.
The Long-Term Care Rider provides a monthly benefit payable over 60 months, giving you the freedom to choose care services, including compensation for family members. Simplified underwriting without medical exams.
Learn more about how this product can help solve a health concern in your planning.
No pressure and no FEES. Call today.
Next Steps:
Call 1 (844)427. 5260 to listen to a pre-recorded message to take the next steps for a complimentary 15 min Fact Find consultation. No obligation to buy. No personal information required for initial consultation. Your information is kept private.
Retirement Your Way!
Our Mission.
At Safe Life Plan, our mission is to provide personalized solutions tailored to your unique needs. We empower our clients with knowledge and support they need to make informed decisions whether you’re a young professional just beginning your financial journey or heading into retirement with many important decisions to make, we will help educate you on various options you have for your financial future. We will show you how to actually spend and enjoy your money without the fear about living it.
Retirement Your Way.
Take a moment and picture your ideal retirement. To make your dreams a reality, it's important to know where your money is today and how to position it for the future - with multiple income streams that will be tax -efficient, protected from loss and prepared for any potential health event.
For a complimentary call, call 1.844.427.5260 to listen to a pre-recorded message. No obligation to buy.
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
Retirement planning has evolved dramatically. Decades ago, employers carried much of the risk through pensions plans, today that responsibility has shifted to the employees through the 401(k) often without any lifetime guarantees.
At Safe Life Plan, we help clients reposition assets from unnecessary risk and into strategies designed to create reliable long-term protection.
Senior Care
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
At Safe Life Plan, protecting families goes beyond retirement income. Planning for healthcare and long-term care is a critical part of a well-designed strategy.
Properly positioning assets in advance can help reduce the financial and emotional impact of a health event- allowing families to focus on care, not cost.
Our Partnerships
Gone are the days of Employer Pension Plans
Our Partnerships
Our offerings include some of the strongest Life Insurance and financial institutions in the industry.
This allows us to design custom strategies, offering flexibility, strength, and confidence - without being limited to a single solution.
About Safe Life Plan.
Our Expertise.
With over 40 years of experience, our team brings trusted expertise, personalized planning, and proven strategies to help you achieve your desired outcomes with clarity and confidence.
Why Safe Life Plan?
Safe Life Plan means choosing expertise and reliability. Our knowledgeable agents are here to guide you through the insurance process and answer any questions you may have.
The Power of Time: Saving for Your Future
How an Indexed Universal Life fits into a Long-Term Plan
Indexed Universal Life Contract (IUL) offers features not available in a 401(k), along with contribution flexibility that can exceed the limits of a Roth IRA when designed properly. IUL is considered an ASSET, which can provide valuable leverage and purchasing power in your future.
In addition, IUL adds potential tax-advantaged income, Liquidity, and features designed to help manage market volatility. Cash values are protected from creditors under state insurance laws. Designed with LIVING BENEFITS* which will offer accelerated benefits in a qualifying health crisis.
IUL is health-underwritten, meaning applicants must qualify based on health. This is why planning early can be an important advantage.
Learn more about how SAFE LIFE PLAN can design a strategy to complement your Long-term savings goals.
No pressure and N0 FEES. Call today.
Next Steps:
Call 1. (844)427. 5260 listen to a pre-recorded message to take the next steps for a complimentary 15 min Fact Find consultation. No obligation to buy. No personal information required for initial consultation. Your information is kept private.
Investing in your 30's-The Power of Time!
Young Professionals - A smarter way to build wealth in your 30’s
You've been smart about your future-contributing to your 401(k), building savings, and putting in the work to increase your wealth. But what if you could add another bucket?
That gives you flexibility, liquidity, has a good upside and protected from loss plus it has
Tax-Free withdrawals. You probably would agree it would be a great addit
You've been smart about your future-contributing to your 401(k), building savings, and putting in the work to increase your wealth. But what if you could add another bucket?
That gives you flexibility, liquidity, has a good upside and protected from loss plus it has
Tax-Free withdrawals. You probably would agree it would be a great addition to your savings arsenal. Make sure you watch the
Innovative Defined Benefit Life video above.
Women taking the lead.
Young professional women are soaring in their careers and taking the lead in their financial decision-making. SAFE LIFE PLAN will educate you on valuable key investment vehicles to increase your wealth and provide tax-efficient strategies and protect your life goals. Our strategies will help you stay on track along the way for your bright
Young professional women are soaring in their careers and taking the lead in their financial decision-making. SAFE LIFE PLAN will educate you on valuable key investment vehicles to increase your wealth and provide tax-efficient strategies and protect your life goals. Our strategies will help you stay on track along the way for your bright future ahead.
Click the link above to watch the
Innovative Defined Benefit Life Strategy!
Tradesmen building wealth with skill and purpose.
Tradesmen building wealth with skill and purpose.
You build for others ever day-now it’s time to build something lasting for yourself. At SAFE LIFE PLAN, we understand the hard work, dedication, and Craftsmanship that go into your trade. Our mission is to help you use those same values.-discipline; consistency; and pride-to create lasting financial strength. Learn about a powerful financ
You build for others ever day-now it’s time to build something lasting for yourself. At SAFE LIFE PLAN, we understand the hard work, dedication, and Craftsmanship that go into your trade. Our mission is to help you use those same values.-discipline; consistency; and pride-to create lasting financial strength. Learn about a powerful financial vehicle that can protect your income, increase your wealth and provide tax free access in retirement. Make sure to watch the define benefit life video above.
A Smarter Generation of long-term Care Planning:
A smarter generation of long-term care planning uses modern annuity based strategies to help protect assets while providing access to care when its needed. As people live longer, the question isn't if care will be required - its how you plan for it. Today's solutions offer more flexibility and control than traditional long-term care insurance.
- Protect your assets while keeping them productive.
- Maintain control with cash benefits you can use your way — for home care, family help, adult day care or facility expenses and more.
- Avoid the “use-it-or-lose-it” problem of traditional LTC insurance.
For more information on these up-to-date, powerful planning vehicles, fill out the form below or call us at
1-844 line to hear a short, pre-recorded message explaining the next steps.
There’s no commitment — just information.
Don’t wait. The best time to plan for care is before you need it.
Take the next steps to learn more about Defined Benefit Life
Next Step:
Watch the videos above before reaching out:
Direct Growth MYGA
Defined Benefit Life video before reaching out.
Safe life Plan - Helping you enjoy retirement.
