Planning for Life Podcast
How To Be Secure At The End Of The Rainbow – Your Retirement
We all dream of having a secure retirement. If you’re a business owner, your dream probably extends to your employees; you want your team to achieve a secure retirement too.
Carl Coolidge and his team at Jacobs Coolidge & Company, LLC feel strongly about helping their clients and clients’ employees retire with security. This desire, coupled with Carl’s awareness of how the competitions’ retirement plans were lacking step-by-step processes, fuelled the creation of their SECURE® process. Carl and his team use this highly detailed process to help their clients reach their pot of goals at the end of the rainbow – retirement!
Find out how you can ensure that your retirement plan is SECURE® as Carl Coolidge outlines his trademarked process.
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. We have agents licensed to sell insurance in the following jurisdiction(s): Georgia, Florida, North Carolina, South Carolina, North Dakota, New York, Connecticut, Colorado, California, Michigan, New Jersey. We have agents licensed to sell securities in the following jurisdiction(s): Georgia, Florida, Indiana, Maryland, North Dakota, New York, South Carolina, Texas. Carl Coolidge, CA Insurance License 0I16279, State of Domicile: GA. Russell Jacbos, III, CA Insurance License 0D13170, State of Domicile: GA. CRN202211-274137
