Integrated Planning Strategies

Safe Money Concepts

Retirement Financial Tips & Strategies

Integrated Planning Strategies is a Proud Member of Safe Money Places

Learn more about our no-cost Safe Money Educational Guides & Download these FREE Safe Money Strategies Guides TODAY!

ANNUITIES

GET THE FACTS ABOUT FIXED ANNUITIES
This report clears the confusion about annuities and explains in plain English the different types of annuities, how each one works, and why some annuities are “safer” than others.

YOU WILL LEARN ABOUT:
  • The differences between Variable and Fixed Annuities
  • Tax Benefits
  • How annuities work, such as how they earn interest
  • Living and Death Benefits
  • Safety of Principal
  • How the Riders work
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Learn The Basics: Fixed Index Annuities 101

Learn About:

  • Benefit from market gains without any of the market risk
  • How fixed annuities work, such as how they earn interest
  • Provide income you cannot outlive
  • Protect your principal from loss
  • Provide a reasonable rate of return

SOCIAL SECURITY

WILL YOU BE ABLE TO COUNT ON SOCIAL SECURITY? Stop guessing and get the facts.

YOU WILL LEARN ABOUT:
  • Social Security in an easy to understand and easy to explain manner
  • The key ages important to Retirement and Social Security Planning
  • What Social Security Benefits are available to you
  • Common strategies to help maximize Social Security Benefits
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The CD Alternative
Learn why MYGAs may be a better option

Watch this video to learn about:

  • How MYGAs and Certificates of Deposits (CDs) work
  • Why MYGAs typically have double the interest rates of CDs
  • The tax benefits of MYGAs vs CDs
  • Why MYGAs are considered to be a Safe Money Places financial product

THE PERSONAL PENSION PLAN

A LIGHTHOUSE IN A FOGGY FINANCIAL WORLD
The Personal Pension Plan does much the same regarding retirement income. It helps you avoid the dangerous financial reefs and the turmoil and destruction that can follow.

YOU WILL LEARN ABOUT:
  • Create a guaranteed income stream for as long as you live
  • Live a worry-free retirement
  • How to use "safe money products" to provide additional income
  • How to develop your unique personal pension plan
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The Personal Pension Plan

Learn About:

  • Why your retirement needs may have changed over the years 
  • What the “3-Legged Financial Stool” concept is and how it works 
  • How to determine your current and/or future retirement income needs 
  • The difference between essential and discretionary income 
  • How to create your own Personal Pension Plan for retirement

LIFE INSURANCE

THE STARTLING TRUTH ABOUT LIFE INSURANCE
Why and how it's changed

YOU WILL LEARN ABOUT:
  • Provides questions you should ask yourself in regards to which types of life insurance you need
  • Gives insight into how life insurance provides a tax efficient solution for the beneficiaries of your estate.
  • Explains the differences between term life and permanent life insurance
  • Lists and defines several different types of life insurance
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SAFE MONEY SNAPSHOTS

LEARN ABOUT VARIOUS SAFE MONEY OPTIONS,
CONCEPTS, TOOLS, AND PRODUCTS

This consumer guide covers basic financial concepts, tools, & products. All of the topics below are explained in a clear and easy-to-understand manner.


YOU WILL LEARN ABOUT:
  • How savings bonds work
  • Why fixed annuities are considered safe money places
  • How to fight fraud
  • Why you need to simplify your finances
  • Return arithmetic
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WEALTH TRANSFER

AVOID THE "TAX TIME BOMB" AND GIVE YOUR BENEFICIARIES MORE OF YOUR ESTATE

YOU WILL LEARN ABOUT:
  • Provides questions you should ask yourself in regard to which types of life insurance you need
  • Gives insight into how life insurance provides a tax efficient solution for the beneficiaries of your estate.
  • Explains the differences between term life and permanent life insurance
  • Lists and defines several different types of life insurance
DOWNLOAD FREE GUIDE

Wealth Transfer Video

Learn how Wealth Transfer works and protects your heirs from the tax time bomb

Learn About:

  • Transferring wealth at the lowest possible rate of taxation
  • Which wealth transfer products are available to you
  • The “tax time bomb” and how it affects your heirs’ taxes
  • How to use the accelerated death benefits to help cover the costs associated with chronic illness
  • Why single premium life instantly increases the size of your estate