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Retirement Completion

This is a disability product that protects the amount of your retirement plan contribution should you not be able to work due to a sickness or injury. If you are not working, you are not contributing into the plan. If you are not contributing, neither is your employer, if you are in a plan with an employer match. This is in a sense free money that you are missing the opportunity to save. Over an extended period of time, this amount could be a considerable portion of your retirement savings. These retirement completion products can cover a wide range of retirement plans. In the event of a disability, the benefit amount is placed in a trust, can be funded with like investments, and will be paid out when you reach retirement age. See the Sales & Marketing Ideas file in Broker Resources.


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