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    • Home
    • About Us
    • Our Services
      • Overview
      • Retirement Planning
      • Annuities
      • Life Insurance
      • Business Insurance
      • College Funding
      • Disability Insurance
      • Long-Term Care
    • Contact Us

916.705.5197


916.705.5197

Schreiter Financial Group

  • Home
  • About Us
  • Our Services
  • Contact Us

Retirement planning

Your Buckets of Money

A typical life insurance policy offers you death benefit protection during your working years. However, with a permanent life insurance policy, you have the potential to help supplement your retirement income. 


Certain permanent life insurance policies allow you the opportunity to build cash value and access that money in retirement through policy loans, 

which are generally tax-free.     


 

"I am proud to be paying taxes in the United States. 

The only thing is - I could be just as proud for half the money."

— Arthur Godfrey (1903-83, TV & Radio Personality) 

Contact us today, we would like to show you how cash value life insurance options can help you supplement your retirement strategy.     

Find out more

pension maximization

Maximize Your Pension Benefit


When it's time to make decisions about your pension plan, most employers provide two options: life only or joint and survivor. Learn how life insurance might help you get the most out of your pension plan using the life only option, yet provide funds for your spouse should you pass away first.  



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