Creative Insurance Planning 11 Brassie Ct. Category: Pension and Retirement Plan Consultants
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More Contacts Of Creative Insurance Planning
1-800-507-7382 (Sales)
Company representatives
Phone: 415-883-4689
Email: moc.liamg@2nnamffohkcuhc
Chuck Hoffmann, owner
About Creative Insurance Planning
Creative Insurance Planning helps clients prepare for retirement using innovative ideas and products to protect and guarantee retirement savings.
We specialize in protecting clients retirement savings through the use of guaranteed and insured investments. This may include Life Insurance, Fixed Multi-Year Guaranteed Annuities, Fixed Index Annuities, Single Premium Immediate Annuities, Long Term Care policies and Critical Illness policies. We want our clients to have zero risk with their retirement money so that they can convert the above into a Guaranteed Life Time income stream at any time.
By rolling over or transferring old 401ks, 403bs, 457 plans or IRAs that have lost money in mutual funds or stocks into an annuity, clients can never lose any of their hard earned money and be able to provide a guaranteed stream of retirement income for as long as they and or their spouse may live. Our motto is "Zero is my Hero"; no loss of retirement money...ever.
For those who wish to pass on a legacy to their children or grandchildren, we show them ways to "Stretch an IRA" for 40-80 years or how to pass on assets Estate Tax Free.
Products and Services
- Pre-retirement planning
- Long Term Care Insurance
- Retirement Planning
- IRA/401k Rollover Specialist
- Life Insurance, Fixed Index Annuities
Opening Hours
We are open Monday through Friday 8:30-5:30. Website, phone and email support 24/7
Business categories
- Retirement Planning Services
- Individual Retirement Accounts
Location Type
Headquarters
Employees
1
Years In Business
32
Memberships
- American Association of Long Term Care Insurance
- Americal Association for Critical Illness Insurance
Brands
- Aviva Life and Annuity
- American General Life
- Ohio National Life
- United of Omaha Life
- American Equity Life
Rating
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