At SET Wealth Inc., we’re committed to helping you work toward achieving the retirement you want. We do this by providing guidance to help you develop an overall retirement income strategy, and offering a variety of insurance products to help achieve the objectives of that strategy.
To develop a financial strategy for your future, it’s important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another.
We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for growth and income.
You may be able to use time to your advantage when investing for wealth accumulation.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Learn about modified endowment contracts and how they have impacted life insurance.
Today, the majority of the burden for retirement income seems to have shifted to the individual. For this reason, you may want to consider a guaranteed* fixed income component to your retirement strategy.
We can help you consider needs such as replacing income so your family can maintain its standard of living, as well as paying for your funeral and estate costs.
Rising taxes may be a concern for many individuals approaching retirement. It may be important to incorporate tax planning into your financial decisions.
*Guarantees provided by insurance products are backed by the claims-paying ability of the issuing carrier.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance products to custom suit their needs and objectives.