Pension Maximization
If you have a pension currently then you need to learn about Certainty Financial Groups programs that are designed to help you maximize your pension. Our advisors have helped thousands of Americans
Learn How You Can Take Advantage Of These Pension Maximization Programs
Schedule A Time To Speak With A CFG Representative About Maximizing Your Pension
At Certainly Financial Group
We Are Here To Help You Eliminate Your Debt
1
A Dedicated CFG Advisor
Your advisor will get to know you and what’s important to you. Together, you’ll partner on a customized plan designed to help grow and protect your wealth.
2
Comprehensive Planning
We can help you build a personalized plan around your full financial picture, helping eliminate all of your debts including your mortgage.
3
Personalized Pension Planning
We can help you take advantage of your pension by showing you the options best suited for your current situation.
Why use Pension Maxmization:
- Pension maximization is a retirement strategy for couples requiring a life-only annuity and life insurance.
- Pension maximization is a risky strategy for retirement, and it may be safer to purchase a joint-and-survivor annuity, which provides benefits for both spouses.
- If the individual who will receive the pension is likely to die first, pension maximization may not be the best option because the longer, the higher payments of such an annuity are made, the more profitable it is for the couple.
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How Does It Work?
Our representatives will sit with you and review your current pension. After an in-depth review all of your best options will be laid out and your advisor will educate you on the details about each individual one.
Contact Certainty Financial Today
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