Prepare For Retirement

It’s just up ahead. You’re getting close to punching your last clock or filling out your last time card. Retirement is here.You have a new-found sense of freedom. The kids are grown. You’re able to relax and spend this time on your own terms. It certainly isn’t going to be business as usual, but business as you like. 

So maybe right now is a good time to look over those plans and finances to make sure you’re getting the most out of your assets.Your Catholic Aid Field Representative is ready to help you with your review process.

Catholic Aid offers life insurance, traditional and Roth IRAs, annuities and other products that help you save. And unlike many retirement products, Catholic Aid's products are free of stock market risk.

Create a rock-solid retirement plan

Financial risk still remains a constant, even in the best of circumstances. When planning for retirement today, the issues can be complex. For some, catastrophic health-care costs remain a strong concern, but for others investment risks due to market downturns can impact financial decisions. Add public policy risks from tax increases and possible reductions in social security and a person’s overall retirement risk tolerance can quickly reach a tipping point.

Your Catholic Aid field representative can help you develop a strategy that:

• Makes the most of your retirement income   
• Protects your savings from stock market volatility
• Protects you from potential risks (See chart below)
• Helps you give to the parish and charities of your choice even on a fixed income

Contact Your Field Representative

If you have any questions about the Accelerated Benefit Rider, please contact an insurance professional. Find your Field Rep by clicking here or call 1-800-568-6670.