Life Insurance To Protect Your Retirement
Protect what matters most: your future.
Not only does life insurance protect loved ones from financial hardship, but it can give you a way to grow retirement savings throughout your life. With an annuity, you’ll have access to guaranteed retirement income with growth potential. Or you can use the tax-deferred cash-savings account of a whole life insurance policy to fund the retirement of your dreams.
Why Retirees Love RefugeFG »
Which policy is right for you?
Annuity
Meet Bertha
Age: 47 years old
Occupation: Chef
Relationship: Married
Housing Status: Long-term homeowner
Wants: A boost in retirement savings that’s protected from market loss.
Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
Annuity
Meet Bertha
Age: 47 years old
Occupation: Chef
Relationship: Married
Housing Status: Long-term homeowner
Wants: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
I Want This
Permanent Life
Meet Sarah
Age: 60 years old
Occupation: Small Business Owner
Relationship: Married with children and grandchildren
Housing Status: Long-term homeowner
Wants: To be prepared for retirement while ensuring his loved ones don’t take on any financial burden should something happen to him.
Needs: A whole life policy that doesn’t expire and offers a cash savings benefit that can help finance his retirement plans.
Permanent Life
Meet Sarah
Age: 60 years old
Occupation: 60 Years Old
Relationship: Married with children and grandchildren
Housing Status: Long-term homeowner
Wants: To be prepared for retirement while ensuring his loved ones don’t take on any financial burden should something happen to him.
Needs: A whole life policy that doesn’t expire and offers a cash savings benefit that can help finance his retirement plans.
I Want This
Annuity
Meet Mike
Age: 50 years old
Occupation: Real Estate Agent
Relationship: Married
Housing Status: Home Owner
Wants: A boost in retirement savings that’s protected from market loss.
Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
Annuity
Meet Mike
Age: 50 years old
Occupation: Real Estate Agent
Relationship: Married
Housing Status: Home Owner
Wants: A boost in retirement savings that’s protected from market loss.
Needs: An annuity contract where she pays her premium to grow tax-deferred funds that turn into retirement income.
I Want This
People just like you are using life insurance to:
Invest in the present
Take advantage of your policy’s living benefits! The cash value of a life insurance policy can be used towards mortgage payments, home repairs, upgrades and retirement saving
Provide for loved ones
Get peace of mind knowing your family will be taken care of and can stay in their home.
Plan ahead
Safeguard your money with a life insurance policy that can be used to pay down a mortgage, make home improvements, fund a child’s college tuition or put towards funeral expenses.
Create stability
Feel confident knowing your loved ones won’t be left with the burden of paying off a mortgage or other debts.
We make it easy to protect what matters most.
4.9 of 5 on client satisfaction surveys
I never thought buying insurance could be so easy! Refuge Financial Group guided me seamlessly through the annuities and permanent life insurance process. Clear explanations, friendly staff, and hassle-free paperwork made it a breeze. Highly recommend!
Choosing Refuge Financial for my annuities and permanent life insurance was a wise decision. The process was efficient, and their team was incredibly supportive. From initial consultation to policy issuance, everything was smooth and stress-free. Great experience!
Refuge Financial Group exceeded my expectations! The process of getting annuities and permanent life insurance was simplified, and the team's expertise shone through. They made a complex decision easy and provided excellent service every step of the way. Impressed!
