Free Benefits Review for Teachers & State Employees
Schedule your complimentary 30-minute pension and retirement benefits review with a licensed agent in your state.
Frequently Asked Questions
There is zero cost to you for the review. Our network of agents and advisors offer this as a complementary service because you are employed by a public district. This service is also available for any family member.
Most financial advisors do not have specialized training on how your pension system works and how to optimize your pension benefits as part of your overall retirement plan. Even if you already have a 403(b) account or have a financial advisor, it is generally recommended to conduct a review with a pension expert at least annually.
Our network of advisors are not employed by any district or state. Generally, school districts, local or state government departments do not allocate funds to hire staff to give you an unbiased review of your options for your pension and retirement. Our network of advisors are state licensed, have extensive experience and specialized training to serve their clients who have a public sector pension.
Typically, all meetings are virtual through Zoom for your convenience and comfort.
No, you do not need a zoom account to attend the meeting. Simply click on the link provided in your calendar to attend.
State employees & educators have a variety of benefits available to them: pension plans; life insurance; and other retirement plans. The only downside to having a variety of options is not knowing how to choose and trying to decide which are best for you, your family, and your short- and long-term goals. Our job is to take away that downside by providing you with insightful planning advice.
We Understand State Benefit Choices
Our network of agents and financial advisors work every day with public sector employees to understand their state government and how they fit into an overall financial and retirement plan. Their job is to provide individualized counseling to learn more about your situation and goals, and review each benefit and make choices that maximize your financial potential and coverage options.
Why This is Important
Our goal is to help ensure that your benefit choices are properly selected to help you maintain a healthy situation in the present and to help you plan for a high quality of life throughout retirement.