retirement strategies

What's Your strategy?

Whether you want to protect your money, or need options for tax-free income, we’re here to help. Bring your questions. Our team puts you first, with honest and direct answers. Let’s work towards your goals, together.

we'll teach you our best

Retirement Strategies That Work

Relayer Benefits Group is driven to help you plan for the future. We use tested retirement strategies that provide long-term stability, and protection options that help people have feel more confident in their retirement. With a to-the-point, no-nonsense approach, we give our clients the answers they need. We believe that information is key in making a retirement strategy that works for you. We rely on three main ideas when helping clients reach their retirement goals.

01.

Safety

The safety of your assets is put before anything else.

02.

Return

It’s possible to have a reasonable rate of return in retirement.

03.

simplicity

Keep things simple.

we believe that

Your Savings Deserve Protection

Retirees often ask us, “Do I have enough money to last me the rest of my life?” The idea of reaching retirement but then running out of money is a scary thing for most people. But thankfully, there are ways to protect your money and still get a reasonable rate of return over time. First, you should understand which retirement strategies can help keep your savings safe. We help people learn about these methods at our free seminars and webinars. If you’d like, you could even schedule a confidential appointment with us. In either case, we’ll walk you through the different options for protecting your assets. We’ll also go over ways to help you reach your retirement goals.

we create

Individualized Retirement Strategies

Each meeting with a new client is unique. Our professional and personal ethics require us to always take the specifics of your individual situation into account when making a recommendation. Essentially, we work for you. Our founder, Mark Jacobsohn, who’s been in the insurance industry since 1986, is incredibly devoted to making sure that clients achieve their financial goals without ever loosing any of their principal.

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About

Relayer Benefits Group

Relayer Benefits Group was founded by Mark Jacobsohn in 2004 with the goal of providing clients with creative, thoughtful ideas to better meet their needs. Relayer Benefits Group and Mark Jacobsohn believe that honesty and truth must be cornerstones of the work we do, and that we should always keep a people-first approach.

What happens if the stock market drops? Do you have a strategy to keep your money safe? If you keep all your money in the stock market, you’re putting yourself at risk of loosing money when the market dips. This risk becomes more concerning as you get close to retirement, and you may want to look for ways of keeping some of your money completely safe. That’s why we work to help people understand how to protect their principal.

we'll help you in

Choosing the Right Retirement Strategies

Market losses can cause a drop in the value of your retirement account. But our practice offers options to help. For example, the insurance companies we work with all have solid ratings. And because of their good quality business rankings, these companies give us access to some of the best insurance and retirement products available. A retirement strategy should focus on protection. We believe that it’s important to have a foundation of safety before you look at other options. When we meet with potential clients, we help them review all the available options. We keep things simple and direct. Our job isn’t to tell you what to do, it’s to present choices, make suggestions. Help you make the best choice rather than making it for you.

Why Relayer Benefits Group?

Let’s start at the beginning. Where are you in planning for retirement, currently? What types of accounts do you have? How much in assets do you have? And where would you like to be? We can help you look at tax-free or tax deferred income options for retirement. We can look for ways to help you secure your nest egg, no matter what happens in the market. In fact, we implore you to ask questions, seek information, get the tools you need. We’re here to guide you to a retirement strategy that works for you.

Strategies for Retirement

A Complimentary Meal,
and an Educational Seminar

At Relayer Benefits Group, we educate many online as well as in-person community events. The information we provide may help you make better decisions about retirement and your finances. As a bonus, we also often provide a free meal or free dinner gift card for attendees of these events. During the sessions, we discuss retirement strategies including (but not limited to) the following:

  • Options to protect your money
  • Tax-deferred and tax-free income options
  • Explaining what a “reasonable rate of return” is
  • Life insurance in retirement… Is it useful?
  • Lifetime income options
  • How to leave a legacy that doesn’t involve probate

These events do have limited availability, so make sure to reserve a spot today. Seminars are free to attend, and we offer a complimentary meal or gift card to attendees. Join us at one of these events to learn more.

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