"Safe Money Mentor"

Protecting Futures

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My passion is to protect your retirement dollars from  stock market corrections, increasing taxes,

and future medical expenses.

Assessing Your Needs

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What portion of your "nest-egg" do you wnat to keep safe?  Are you maximizing your IRA and HSA contributions?  Have you compared Medigap and Medicare Advantage plans?  Do you need an immediate income for life?  Are you familiar with the costs of home-care and nursing home care?


Fine-tuning Your Plan

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Your "Safe-Money" plan will reduce your financial risk and increase your knowledge of the products available so that you have a peace of mind as you prepare for retirement. 

Our Focus

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Stock Market Correction

 A sudden market correction before you retire could force you to continue working.  A "Safe Money" plan will provide a guaranteed income so you can retire when YOU choose! 

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Increasing Taxes

Maximize your retirement income by minimizing taxes.  A "Safe Money" plan includes tax-free, 

tax-deferred, and tax-exclusion products.

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Future Medical Expenses

 Re-position an asset and create a pool of Long Term Care dollars for future home-care and nursing-home services.  If you don't use the money, it will pass on to your heirs tax-free OR get a full return of premium!  

"It's what we do..."

Services

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Since 1991 I have had the pleasure of assisting families and small businesses with their life insurance, health insurance, and retirement planning needs.  As my friends and clients have grown older I spend most of my time showing them how to preserve their nest-egg in the event of a stock market correction or unexpected medical expenses.

Products

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I am contracted with various companies to represent the following products:


  • Asset-Based Long Term Care Insurance
  • Medigap and Medicare Advantage
  • Immediate and Deferred Annuities
  • Lifetime Income Plans
  • Life Insurance

Companies

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Allianz

American General

American National

Americo

Athene

Fidelity & Guaranty

Gleaner

Great American

John Hancock

Lincoln Financial Group

National Western

North American

OneAmerica

Pacific Life

Priority Health

Protective

Prudential

Securian

TransAmerican


FAQ

Customers have questions, you have answers. Display the most frequently asked questions, so everybody benefits.


Contact Us

Schedule a Free Assessment

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RL THOMPSON AGENCY

3403 64th St. Saugatuck, MI 49453

(269) 857-5433

Hours

Monday - Friday: 9am - 4pm

Saturday: 10am - 2pm

Sunday: Closed