“By 2030, all baby boomers will be older than age 65. This will expand the size of the older population so that 1 in every 5 residents will be retirement age.”
According to the United States Census Bureau
OUR MISSION
Financial Planners
There will be 77.0 million people 65 years and older by 2034. That’s a lot of people who will require guidance by trusted advisors to fund their retirement and healthcare planning.
Alternative funding solutions are becoming a priority for many consumers looking to ensure they have sufficient funds for their retirement years.
As a financial planner/advisor, we understand you play a key role in advising these clients, when they turn to you for advice on how to establish or optimize their financial security. At Alaris, we are here to provide support in advising your clients when it comes to redemption of a life insurance policy, as part of the different financial options an aging consumer may be able to benefit from.
You can discuss the benefits of redeeming a policy for an additional financial cushion in the retirement years, the option for closing a policy for reduction of monthly bills on an unwanted policy and the different ways these additional monies can secure a client’s future.
We support the financial advisory process for a wide range of financial professionals such as financial planners, advisors, estate planners, estate attorneys, CPAs, accountants, bankers and trustees and their advisors.
Contact us for free documentation, or talk to a Alaris advisor, to discuss life insurance policy redemption options.
