We need to pursue an active lifestyle with proper diet, exercise and psychological engagement that contributes to our physical and mental well-being.
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We need to pursue an active
lifestyle with proper diet,
exercise and psychological
engagement that contributes
to our physical and
mental well-being.
We need protection, security
and peace of mind in a
world often threatened
by social, political and
environmental instability.
We need relationships,
family, affection, trust
and companionship to
give us a purpose.
We need to feel unique, important,
needed and productive in our
work, homelife and
social existence.
We need to expand our capacity,
capability, creativity,
understanding, sense of self
and financial rewards as we
progress through life.
We need to help others as
part of self-actualization
and finding a purpose in
life that is greater
than us as individuals.
Your legacy is vastly more than
an amount of money left to your
surviving beneficiaries. Part your
legacy can be the example of a life
well-lived that's achieved
through proper planning.
Too many people enter retirement
with burdensome mortgages, car
payments and credit-card debt.
Proper management of these liabilities
is an integral part in the success
of your financial future.
Taxes have a significant impact on
your finances and can siphon
assets unless you have a
prudent approach to meet your
objectives.
Sources of income - whether
derived from investments,
Social Security or ongoing
employment - are pillars of a
sustainable and successful
financial plan.
When you reduce expenses, you
can increase your income and
decrease the risk of having
inadequate financial resources
during retirement.
Your assets require the attention
of a fully qualified professional
to provide for
your needs in life.
Alliance America is redefining the way we approach life and income planning. After all, being retired means more than living off your life savings. And financial planning is more than just having money. All the money in the world has little value unless our essential needs are fully addressed.
Over the past two centuries, experts have identified a core set of needs that motivates us in our quest for a fulfilled life. Every person has an individual path to take and unique priorities to meet these needs, making each and every retirement plan different. If Life's Essential Needs (LENs) are not met, financial stability alone won't provide the fulfilling retirement you've worked so hard to realize. Meeting LENs is an integral part of the retirement lifestyle planning process at Alliance America. We help people retire to something - not from something - and enjoy a fulfilling lifestyle for the long term.
Your relationship with Alliance America means more than just working with a
single financial professional. As an Alliance America client, you have the entire
professional staff at Alliance America available to assist you with your
retirement income planning. Every Alliance America agent has a case
manager who is a financial professional located in our home
office. Case managers are focused on getting your plan in place as
quickly and efficiently as possible. Many financial plans include
multiple elements, companies and products. Your case manager's
responsibilities include assisting you with the initial setup of your
plan, application submissions, monitoring the progress of your plan's
implementation and working with your agent to finalize your plan.
Whether you are working on a 401(k) rollover or exchanging an annuity or
a life insurance policy for a new product, your case manager is
dedicated to assisting with the entire planning process and is readily
available to answer your questions.
Alliance America has earned a reputation for its professionalism,
excellence and delivering results. That's because our core principles
were developed with a strict focus on the client's needs as a person.
Selecting the right financial professional with the proper focus is a key
part of retirement planning. It's a critical step in making sure your
retirement is secure. Retirement savers need an adequate income that
is reliable and safe.
Alliance America agents know that service, quality and value are
important considerations when developing a successful plan for your
retirement years. What makes Alliance America different is our unique
life and retirement planning philosophy.