About Safe Life Plan.
Our Expertise.
With over 40 years of experience, our team brings trusted expertise, personalized planning, and proven strategies to help you achieve your desired outcomes with clarity and confidence.
Why Safe Life Plan?
Safe Life Plan means choosing expertise and reliability. Our knowledgeable agents are here to guide you through the insurance process and answer any questions you may have.
Investing in your 30's-The Power of Time!
Young Professionals - A smarter way to build wealth in your 30’s
You've been smart about your future-contributing to your 401(k), building savings, and putting in the work to increase your wealth. But what if you could add another bucket?
That gives you flexibility, liquidity, has a good upside and protected from loss plus it has
Tax-Free withdrawals. You probably would agree it would be a great addit
You've been smart about your future-contributing to your 401(k), building savings, and putting in the work to increase your wealth. But what if you could add another bucket?
That gives you flexibility, liquidity, has a good upside and protected from loss plus it has
Tax-Free withdrawals. You probably would agree it would be a great addition to your savings arsenal. Make sure you watch the
Innovative Defined Benefit Life video above.
Women taking the lead.
Young professional women are soaring in their careers and taking the lead in their financial decision-making. SAFE LIFE PLAN will educate you on valuable key investment vehicles to increase your wealth and provide tax-efficient strategies and protect your life goals. Our strategies will help you stay on track along the way for your bright
Young professional women are soaring in their careers and taking the lead in their financial decision-making. SAFE LIFE PLAN will educate you on valuable key investment vehicles to increase your wealth and provide tax-efficient strategies and protect your life goals. Our strategies will help you stay on track along the way for your bright future ahead.
Click the link above to watch the
Innovative Defined Benefit Life Strategy!
Tradesmen building wealth with skill and purpose.
Tradesmen building wealth with skill and purpose.
You build for others ever day-now it’s time to build something lasting for yourself. At SAFE LIFE PLAN, we understand the hard work, dedication, and Craftsmanship that go into your trade. Our mission is to help you use those same values.-discipline; consistency; and pride-to create lasting financial strength. Learn about a powerful financ
You build for others ever day-now it’s time to build something lasting for yourself. At SAFE LIFE PLAN, we understand the hard work, dedication, and Craftsmanship that go into your trade. Our mission is to help you use those same values.-discipline; consistency; and pride-to create lasting financial strength. Learn about a powerful financial vehicle that can protect your income, increase your wealth and provide tax free access in retirement. Make sure to watch the define benefit life video above.
Retirement Your Way!
Our Mission.
At Safe Life Plan, our mission is to provide personalized solutions tailored to your unique needs. We empower our clients with knowledge and support they need to make informed decisions whether you’re a young professional just beginning your financial journey or heading into retirement with many important decisions to make, we will help educate you on various options you have for your financial future. We will show you how to actually spend and enjoy your money without the fear about living it.
Retirement Your Way.
Take a moment and picture your ideal retirement. To make your dreams a reality, it's important to know where your money is today and how to position it for the future - with multiple income streams that will be tax efficient, protected from loss and prepared for any potential health event.
For a complimentary 15 minute call, go to the NEXT STEPS section below by calling our (844) number or send us an email using the link below.
No obligation to buy.
A Smarter Generation of long-term Care Planning:
This new approach uses annuities (backed by some of the largest insurance companies in the world) to grow your money while providing guaranteed care protection. As people live longer, the question isn’t if you’ll need care — it’s how you’ll plan for it. Nearly 70% of Americans over age 65 will need some form of long-term care during their lifetime. Traditional policies were often expensive and rigid, but today’s solutions are different.
- Protect your assets while keeping them productive.
- Maintain control with cash benefits you can use your way — for home care, family help, adult day care or facility expenses and more.
- Avoid the “use-it-or-lose-it” problem of traditional LTC insurance.
For more information on these up-to-date, powerful planning vehicles, fill out the form below or call us at
1-844 line to hear a short, pre-recorded message explaining the next steps.
There’s no commitment — just information.
Don’t wait. The best time to plan for care is before you need it.
Take the next steps to learn more about Defined Benefit Life
First Step:
Make sure to watch the entire Defined Benefit Life video before reaching out.
Second Step:
In the NEXT STEPS section below, you can either send us an email by clicking the button below or call our (844) number to listen to a pre-recorded message to take the next steps for a complimentary 15 min Fact Find consultation. No obligation to buy. No personal information required for initial fact find. Your information is kept private.
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
Retirement planning has evolved dramatically. Decades ago, employers carried the risk through pensions plans, today that responsibility has shifted to the employees through the 401(k).— often without any lifetime guarantees. At Safe Life Plan, we help you allocate your assets from risk of losses to protected strategies designed to create multiple income streams.
Senior Care
Gone are the days of Employer Pension Plans
Gone are the days of Employer Pension Plans
At Safe Life Plan, we prioritize your safety and protection. Our mission is to provide comprehensive insurance solutions tailored to your unique needs. Properly positioning your assets can help offset the devastating results of not preparing a head of time.
Our Partnerships
Gone are the days of Employer Pension Plans
Our Partnerships
Our offerings include some of the strongest Life Insurance Companies in the world, that allows us to offer a wide range of products and ensure that our clients receive the very best SMARTER comprehensive plans.
Safe life Plan-Protecting what matters most.
