National Benefit Counselors Strategy
“A plan of action designed to achieve a long-term or overall aim”
The process of creating a strategy begins by knowing your options. The universe of financial and insurance products can be very complex, but with a defined strategy, there are numerous opportunities to combine benefits with financial products to increase the probability of success.
Ideas & Strategies
Strategy selection depends on each individual's situation and a multitude of variables that NBC specialists will evaluate during the discovery portion of the specialist meeting. Our specialists have the ability to plug into hundreds of available solutions and product providers through NBC’s vast network of providers, carriers, and investment firms giving employees unrestricted access to global planning solutions.
Pension Maximization
Bucket Income Planning
Systematic Withdrawals
Sequencing of Returns
Staggered Term
Ideas & Strategies
Strategy selection depends on each individual's situation and a multitude of variables that NBC specialists will evaluate during the discovery portion of the specialist meeting. Our specialists have the ability to plug into hundreds of available solutions and product providers through NBC’s vast network of providers, carriers, and investment firms giving employees unrestricted access to global planning solutions.
Pension Maximization
Bucket Income Planning
Systematic Withdrawals
Sequencing of Returns
Staggered Term
National Benefit Counselors contact info
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