Retirement Solutions

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Today’s Retirement Challenges ,[object Object],[object Object],[object Object]

Meeting the Challenge ,[object Object],[object Object],[object Object],[object Object]

Overview ,[object Object],[object Object],[object Object],[object Object]

Service Offering ,[object Object],[object Object],[object Object],[object Object],[object Object]

IRA Rollovers ,[object Object],[object Object],[object Object],Retirees are faced with many important financial decisions. One of the most critical involves deciding what to do with their retirement accounts at work. This process can seem daunting and downright confusing. Additionally, members can accumulate accounts at various financial institutions, or leave money behind with a previous employer. These issues represent a significant opportunity for your Credit Union. Become the trusted resource for employer rollover distribution and consolidation and you’ll increase IRA deposit balances while putting members in a great position to start their retirement income planning. ,[object Object],[object Object],[object Object],[object Object]

Income Solutions ® ,[object Object],The perfect solution for retirees who are concerned about outliving their assets or want to ensure they’ll have sufficient income for the duration of their retirement. Income Solutions is a lifetime income program that allows members to convert (annuitize) a portion of their 401k, IRA or other Qualified Plan account into a monthly paycheck for life. This simple process involves an immediate annuity, which provides guaranteed income for life. Traditional retail annuities have higher commissions and fees than Income Solutions annuities. Discounted group pricing and reduced internal costs and savings are passed on to your members in the form of higher monthly income. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

[object Object],WelcomeHomeProgram™ is a multi-faceted, national service that offers assistance with buying, selling and financing real estate as well as relocation and rental services and resources. For the retiree, this program will save time and money and insure a smooth transition. WelcomeHomeProgram™ is a FREE service that offers many benefits. Personal Real Estate consultants evaluate “needs and wants” while guiding members through the process of buying or selling. Members receive recommendations on trusted real estate agents from national brokers as well as information about communities and quality of life in the areas that their considering. Once a member closes on a home, they'll receive cash-back (up to $2,400!) based on the sale or purchase price the home simply for using a recommended agent. ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Resources ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Features & Benefits ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Recent News ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]

Contact Us Stephen Ryerson President T + 1-212-324-3901 F + 1-212-324-3991 C + 1-917-254-9337 [email_address] Please visit www.ezretirementsolutions.com to learn about our innovative Retirement Solutions! UNFCU Financial Advisors, LLC 24-01 44 th Road Long Island City, NY 11101 www.unfcuadvisors.com

Retirement Solutions

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