Safe Investment Options
At The Retirement Cafe, our main focus are those individuals who are either already retired or are approaching retirement. Your financial concerns will be much different than when you were still working. That's why we offer solutions and strategies that are geared towards your demographic.
There Are Many Investment Categories
They can be classified by:
Nature of the underlying investment – fixed or variable
Primary purpose – accumulation or pay-out (deferred or immediate)
Nature of pay-out commitment – fixed period, fixed amount, or lifetime
Tax status – qualified or nonqualified
Premium payment arrangement – single premium or flexible premium
These videos are for educational purposes. We represent many of the top carriers available. We will review your unique situation and be able to offer you a variety of carrier products and plans to choose from.