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To make an informed choice,

you need information.

That’s why our calendar is full of complimentary educational webinars and seminars available for you. With a variety of topics such as Planning For Retirement, Tax-Free Income, Tax-Deferred Income Alternatives, Protecting Your Money from Loss, and more, attendees walk away with valuable knowledge designed to help them best plan their retirement.

Reach out to us today to find out our latest session information and how to register. We can add you to our email list, as well, so you’ll receive educational session and updates.

Get informed and get empowered with

our no-nonsense educational workshops.

Call today to save yourself a seat or virtual seat at our next event. Or simply fill out this form and we’ll be in touch. Looking forward to seeing you there!

We’re open for business despite this virus because no one should have financial concerns on top of health concerns. You can’t quarantine your retirement. We are here to help.

Contact Info

Our Company

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Mark Jacobsohn

MA Ins License #650341
NH Ins License #650341
ME Ins License #PRR79194

Relayer Benefits Group, LLC

MA Ins License #18397834
ME Ins License #AGN286468
NH Ins License #2369329

*Proceeds from an insurance policy are generally income-tax-free, and if properly structured, may also be free from estate tax. Income-tax-free distributions are achieved by withdrawing to the cost basis (premiums paid), then using policy loans. Loans and withdrawals may generate an income tax liability, reduce available cash value, and reduce the death benefit, or cause the policy to lapse. This assumes the policy qualifies as life insurance and is not a modified endowment contract. The Host and its affiliates do not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction. This content is not intended to serve as the basis for any investment or purchasing decisions, nor does it recommend or involve the purchase, holding, or sale of a security. All figures herein are hypothetical and for illustrative purposes only to explain general concepts. No figure is to be relied upon as being accurate nor a guarantee or projection and is meant only as a partial overview of some relevant features and benefits of general insurance products that may be in the marketplace, and whose availability will be dependent on the State of residence of the consumer, and their individual suitability for the product they are wanting to purchase. Where insurance products are mentioned, any and all guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation for or offering of any product or investment. The offer for sale of an insurance product may only be conducted in a state where the agent is licensed and the product is approved for sale. The providing of investment advice relating to securities may only be done by a properly licensed individual operating through a licensed affiliate entity, unless otherwise exempt. Comments about past performance are not to be construed as a guarantee or assurance of future performance. This website may contain concepts that have legal, accounting and tax implications. We do not provide specific legal or tax advice, nor promote, market or recommend any tax plan or arrangement. Consult a tax/legal professional for guidance with your individual situation. No representations are made as to the accuracy or completeness of the information contained herein or any information contained in any link provided herein, nor does a consumer visiting the web site create an agent-client relationship.

By contacting Mark Jacobsohn MA Ins License #650341, NH Ins License #650341, ME Ins License #PRR79194/Relayer Benefits Group MA Ins License #18397834, ME Ins License #AGN286468, NH Ins License #2369329, you may be offered information regarding the purchase of insurance products, including fixed index annuities and life.