Finance Life Insurance Pension 
Money Talk
MARCH 15, 2023
An annuity is a contract between an investor and a life insurance company. Annuities are sold by insurance agents, stock brokers, and other financial advisors. They are often bought with money from settlements, investment accounts, and pension plan lump sum distributions. For a guaranteed lifetime income stream, and 4.
Money Talk
SEPTEMBER 12, 2024
A married couple has four monthly income streams: $2,500- husband’s pension, $2,000- husband’s Social Security, $800- wife’s pension, and $1,500- wife’s Social Security for a total of $6,800 ($81,600 annually). This is a 40% “haircut,” which some couples cover with spousal gifts, annuities, and/or life insurance.
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Workplace Insight
OCTOBER 29, 2024
Group Life Insurance / Death In Service Also known as “Death In Service”, this insurance pays a lump sum to an employee’s family or loved ones should they pass away during their employment with you. Each product has its own unique purpose, and some may be more relevant to your people than others. Why Offer It? Why Offer It?
Empuls
AUGUST 28, 2024
Principal Financial Group : Specializing in retirement plans, insurance, and financial wellness programs, Principal Financial Group is a top choice for companies looking to enhance their employees' financial security. Their services include 401(k) plans, pension plans, and personalized financial planning.
Money Talk
AUGUST 12, 2021
Net Worth Calculation- Annual updates of net worth (assets minus debts) provide a status check for your finances and can make it easy for the executor named in your will to begin the process of tallying up the value of your estate. Social Security, pension plan, final employer, credit cards) and things to do (e.g.,
Money Talk
JULY 7, 2021
changes in insurers), if provided by a former employer ¨ Budget for health care costs in retirement (e.g., changes in insurers), if provided by a former employer ¨ Budget for health care costs in retirement (e.g.,
Employee Benefits
JUNE 14, 2023
Zuto is a fintech in the used car finance space. Alongside a pension scheme, life insurance and income protection, it offers a comprehensive wellbeing package including a health cash plan, employee assistance programme and discounted gym membership. To do this, we’re constantly evolving our benefits proposition.
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