Is now the right time to review your contract?

Benefits/Questions




  • Are you paying high fees on your Tax-sheltered Annuity (TDA) (403(b))?
  • Has your current TDA provider spoken with you about reducing those fees?
  • Are you concerned about how your investments performed last year?
  • Have you investigated the financial strength and credit  strength of your vendors?

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  • Have you considered the benefits of rolling your 457 Plan into an IRA for greater liquidity, more choices, and greater control?

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  • Have you negotiated in your contract for supplementary benefits to be used by you as you see fit?

  • Have you reviewed which retirement option (Option A, B, or C) may be the best for you and then acted to improve on it?
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  • Now may be the best time to consider Long Term Care Insurance...


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