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Retirement Plans

Chances are, no matter what your retirement plans look like - traveling, opening a vineyard, returning to school - you're passionate about putting a plan in place that can support your future.

If all goes according to plan, you can look forward to a financially secure retirement. But what if you become disabled along the way? Though people scoff at this notion, it's a serious and valid concern. It's expected that 25% of all employees entering the workplace will become disabled before they retire.*

If all goes according to plan, you can look forward to a financially secure retirement. But what if you become disabled along the way? Though people scoff at this notion, it's a serious and valid concern. It's expected that 25% of all employees entering the workplace will become disabled before they retire.*

Create a back-up strategy

Retirement Protection Plus is a disability insurance program designed to replace retirement contributions during a period of disability. While eligible for benefits, a monthly benefit insuring up to 100% of retirement contributions, including any employer-matching contributions, will be paid into a trust established for you. 

Eligible contribution plans include: 401(k), 403(b), and 457 plans; Traditional IRAs, Roth IRAs, and Keogh plans; Employee stock ownership plans; Profit sharing plans, and other DC plans may also be eligible.