Retirement Savings

How To Save For Retirement

Learning About

How to Save For Retirement

You’ve worked hard over the course of your life and saved your money up for retirement. Now is the time to make your money work for you. Most retirees want to make sure that their money lasts their entire lifetime. If you want to ensure this is the case, the answer is to have the right retirement professional for you on your side. We here at AGM Secure Money can learn about your unique situation and help you to make the right choice. We hope to work with you to make your retirement dreams come true.

Planning For Retirement

Protection is Key

When it comes to long-term preparation for retirement, the prime rule is: Don’t lose money. Insurance products such as fixed indexed annuities (or FIAs) or index universal life insurance (IUL) policies provide the possibility of keeping your principal protected. Your strategy also needs a way to make more money, though. But FIA and IUL policies can help with that, too. These types of insurance products allow you to grow interest when the market index is up, but still protect your money when the index is down.

senior relaxing in beach chair facing the ocean how to save for retirement

No-Obligation Retirement Reviews

One approach to becoming more knowledgeable about how to save for retirement is attending an educational workshop. AGM Secure Money offers retirement workshops for retirees and our community. In addition to these no-cost educational workshops, we also offer no-obligation retirement strategy reviews.

During your reviews, we’ll go over your current retirement strategy. You’ll have the opportunity to have any of your questions answered, and make suggestions based on your current situation and retirement goals.

We can guide you on issues like:
  • The risks of your current investment
  • How protection is an essential part of planning for retirement
  • Possible tax-free* income strategies for retirement
  • How to make sure your money lasts
  • What happens to your money when the market sinks
  • Ways to transfer wealth, tax-deferred
  • Taxes, estate planning, and other factors
seniors enjoying complimentary gourmet meal at an educational seminar about how to save for retirement

Getting Educated on How to Save For Retirement

The choices you make in regards to your retirement savings could impact the rest of your life. This is why it’s important to be get informed. AGM Secure offers educational workshop events for both retirees and pre-retirees. At every event, we walk you through up-to-date market information. We also discuss ways to protect your money, and other relevant topics.

We believe that an educated client is an empowered client.

Our retirement strategy specialists can show you ways to protect those funds while earning a reasonable rate of return** on your investments or purchases. Contact us today to discuss how to save for retirement, and what retirement strategies could be right for you.

Planning For Retirement

When it comes to long-term preparation for retirement, the prime rule is: Don’t lose money. Insurance products such as fixed indexed annuities (or FIAs) or index universal life insurance (IUL) policies provide the possibility of keeping your principal protected. Your strategy also needs a way to make more money, though. But FIA and IUL policies can help. These types of insurance products allow you to grow interest when the market index is up, but still protect your money when the index is down.

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