SIGNATURE RETIREMENT SERVICES
Signature Insurance Advisors, LLC an Affiliate of the Signature Real Estate Companies, one of the largest and fastest growing Real Estate Companies in Florida is proud to announce a new division
Signature Retirement Services Signature Retirement Services’ (SRS) goal is to assist its clients with Safe Income Strategies through conservation of assets to help secure a risk-free cash flow.
SRS Products To accomplish a Safe Income Cash Flow, SRS has selected a team of professionals and companies from a variety of specialties all designed to work in harmony with our clients. SRS’ goal is to give you a predictable paycheck for the rest of your life.
Tarkenton Financial
Financial Planning
Many of us remember Fran Tarkenton as a hall of fame football player, but we believe his most important accomplishment has been the creation of a Retirement Solutions firm that works with SRS to find the most effective and useful insurance products to create a Safe Income Strategy.
SRS secures the services of licensed and professional financial planners to share with you the Safe Income Strategies that make the most sense for your goals and wishes. When you first visit with one of our agents, please plan to bring with you or send to us in advance a completed SRS Safe Income Strategy analysis form. This form will create an assessment of your assets with an income and expense review, including your expected future income from any pensions and Social Security. We help you find out your financial readiness and take action today to build wealth for your future.
At no cost to our clients, the professional financial planners at Tarkenton Financial will review the Safe Income Strategy analysis that SRS has created. They will then offer a move forward plan with product suggestions and timing to initiate and complete the move forward safe income strategy with our clients.
Social Security Planning
Life Insurance & Annuities
Social Security Benefits can be more complicated that one might think. Part of the analysis that you receive may include a review of your social security benefits. There are numerous benefit strategies that should be reviewed to determine your best move forward plan with the Social Security Administration.
We are professional licensed life insurance agents that are contracted with some of the most recognized highly rated companies in the country. Our agents will compare these companies to find the best products that fit your Safe Income Strategy Plan. Secure your future with Allianz, North American, American General, F & G, Midland National and many others.
Medicare & Health Insurance Planning
Property & Casualty Protection
Finding the correct Medicare Supplement and Prescription Drug plan takes time and research. SRS makes this process easy by checking the plans to verify that your Doctors are in network and offer your prescription medicines at the lowest copay. Our agents can show you the plans that best fit your needs at no cost to you. Here are some of the companies we work with for Medicare Coverage: Florida Blue, Humana, United Health Care, United American, Silver Scripts. A healthy retirement is part of our Safe Income Strategy.
Estate Planning Do you have a legal estate plan in place? When was the last time your estate plan was reviewed? Upon request from our client, your SRS Plan will be forwarded to our Estate Planning Attorney to price the change or development of your legal estate plan. This is a unique approach to Estate Planning, Probate and Life Coaching.
A major advantage to working with our company is the numerous divisions that our agents work with to craft your Safe Income Strategy Plan. For example, our Property & Casualty Insurance group will be happy to look at the insurances on your business, home and personal possessions. If they can find avenues to save you money while maintaining the proper protection, then we can add that savings to your financial plan. If you have ample assets, then these savings can be in the thousands. We have found that people do not review their coverage often enough to secure the savings available to them. Our comprehensive review is a no cost, no obligation consultation. Let us help you create a plan to reach your goals and protect your assets. To learn more about SRS services and schedule an appointment please reach out to us. When you purchase an annuity, life or health insurance plan with SRS, we do not charge you any fees. We are compensated directly from the insurance company.
SERVICES WE PROVIDE • PROPERTY & CASUALTY PROTECTION
• MEDICARE & HEALTH INSURANCE
• LIFE INSURANCE & ANNUITIES
• SOCIAL SECURITY PLANNING
• RETIREMENT PLANNING
• ESTATE PLANNING
CONTACT US 2600 NORTH MILITARY TRAIL, SUITE 240 BOCA RATON, FL 33431 561.953.9684 561.431.2798 Info@SignatureRetirementServices.com SignatureInsuranceAdvisors.com
Signature Insurance Advisors, LLC is an Affiliate of The