Insurance Planning for Retirees/Empty-Nesters

Winston-Salem, NC 6/5/2015

When the kids are out of the house and retirement is either on the horizon or has arrived, many people think about downsizing. Whether or not that’s true for you, it’s important to recognize that when you retire your accumulated wealth is probably at its peak. Retirement these days can last decades, and age brings on many potential threats to your financial health. There are several steps you can take to ensure your money lasts as long as you do.

Click below to learn more about insurance planning for retirees/empty nesters:

 

Please contact our agency with further questions.

 

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"I wanted to let you know what outstanding customer service I experienced today. Jennifer Wakefield contacted me because she had been notified  that I purchased a new car and had not yet reported it on my auto policy.  At the time I purchased the car, the dealership assured me they would be contacting your agency to make the switch and to verify that I had certain levels of coverage.  Imagine my dismay to learn that five weeks had gone by, and this call had not been made!  Jennifer took care of all the loose ends for me and was very kind and responsive throughout all of our communications.

I have had Home, Auto and Umbrella Liabilty coverage through your agency for four years.  Every time I contact your staff,  I am blown away by how helpful and kind everyone is, and how consistent your service remains, regardless of who I am speaking with.  You have a fantastic team of employees.   Keep up the great work!"

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