Potential Options for a Successful Retirement
At Creative Insurance Options, LLC, our first priority is understanding your retirement goals and helping you create strategies that may help you reach them. With a personalized, people-first approach, we focus on introducing you to options you may be able to use to protect your financial future. Join us at an educational seminar or contact us to set up a one-on-one meeting to potentially start on your path to a successful retirement.
Get In Touch
call
(541) 702-4422
info@kimberlychaplin.com
Why Us
A Successful Retirement May Be Within Your Reach
We are committed to helping clients gather information to develop successful retirement strategies that keep their principal protected* and help them earn a reasonable rate of return.**
25+
Years of Experience
Contact us to learn more about the options we can offer you and how they may assist you in achieving your retirement goals. We make an effort to get to know our clients so that we can talk with them and, in the end, try to find the best options for them specifically.
Our 3 Core Values
We are aware of the amount of effort you put in to realize your retirement goals. Although each person has unique needs and goals, which we consider when helping clients, we typically find that clients share three main objectives:
01.
Safety of Principal
We know you've worked hard throughout your life to save for retirement. Therefore, we believe your top priority should be ensuring that those savings stay protected. Fortunately, there are methods you might not have thought of that could provide guaranteed* protection of principal, in addition to other benefits.
02.
Reasonable Rate of Return**
You might be able to accumulate a reasonable rate of return** over time on your retirement nest egg with the use of certain products. We think it's important for you to aim for both safety and a reasonable rate of return** because we know how important it is to grow your wealth as well as protect it. If we told you that a single product could offer both of those benefits, what would you think? If you're interested, reach out to us. Whether you are just starting to plan for retirement, are approaching your planned date, or have already retired, we can help you.
03.
Keeping It Simple
Monitoring your investments and keeping up with current events that could impact the economy sounds stressful and overwhelming, doesn't it? Thankfully, a successful retirement may be possible using simple, stable options. A more complex retirement strategy isn't necessarily a better one. Quite the contrary, some of the best strategies are simple ones. You could potentially secure guaranteed* income for life and a reasonable rate of return** with just one financial product. Reach out to us to learn more.
Join Us For an Educational Seminar and a Gourmet Meal!
Get in touch with us to attend one of our no-cost informational seminar events, which come with a delectable gourmet dinner. It's our belief that "knowledge is power" when creating a strategy for a successful retirement. Therefore, we're here to help you gain as much relevant information as possible to hopefully make the right decisions for you.