ASSET PRESERVATION

Protect the assets you’ve worked so hard to build and provide for yourself over the long term thanks to Senior Benefits United. We put the industry’s premier financial tools in your hands, helping you understand how they can work for you. We’re rooted in a long-term commitment to helping you customize annuities and life insurance to maximize the benefits. Choose our team, and you can rest assured we’ll go the extra mile to set you up for success.

Senior Benefits United | Life, Health, Medicare, and Annuities

WITH SENIOR BENEFITS UNITED, YOU HAVE OPTIONS

Whether you’re looking for retirement income or the best way to pass wealth to the next generation, there are several paths you can take. We help you understand which path will meet your needs. We’re glad to help you navigate the most powerful tools available, including:


Annuities — Pay your future self. An annuity requires you to invest for a set period of time before starting withdrawals. You’ll be able to accumulate essential wealth while enjoying the freedom to transform your annuity into an immediate source of income if needed.


Indexed Universal Life Insurance — If you’re looking for investing that happens on your terms, an IUL may be the right choice for you. An IUL harnesses the power of the market, making it possible for your policy’s value to increase. We’ll help you evaluate the risk and decide if this path is the right one for you.

GET STARTED TODAY

When it comes to protecting your assets, we believe that you deserve more than a cookie-cutter answer, which is why we leverage all of our 50 years of experience to safeguard your financial future. We’ll go the extra distance to make sure you can enjoy genuine peace of mind. Simply get in touch, and we’ll help you find the perfect solution.