Plan now... avoid regret later
Learn how to make the most of your pension dollars
By strategically using pension optimization with life insurance, you and your spouse can enjoy more income during retirement without sacrificing survivorship benefits. It can also provide assets for your children and grandchildren.
It may be time for a life insurance check-up
It’s a good idea to schedule regular policy reviews to make sure your coverage still meets your needs and keeps pace with products in the marketplace for yourself and your family.
Find out before it’s too late
There are many solutions available to cover these costs and protect your assets for you and your loved ones.
The Pennsylvania Conference of Teamsters has arranged a free, no-obligation review.
All you have to do is contact Arbor Group to schedule a convenient appointment.
Obtain pension benefit options from his/her plan(or sign an authorization and Arbor Group will get it for you)
Contact Arbor GroupProvide: 1) Name & spouse name, 2) Date of birth for each, 3) Anticipated retirement date, and 4) Options obtained from defined benefit plan
Initial analysisThe member will receive the initial pension optimization analysis within two weeks
What People Are Saying
When I first met the Arbor Group 2 ½ years ago, they helped me choose the best option for my pension from Local 107. They also helped me improve an underperforming life insurance policy which protected my family even further. True to their word, they conducted an annual review of the first policy and renegotiated a better offer with a new company AND added a long term care feature. They promised a lot and delivered more.
Ron MenschnerLocal 107
I met Bob Trotenberg at the union hall in Harrisburg in 2017. He then met me and my wife at our home and helped us review our existing plans. We were very specific in not wanting to increase our premiums, but, wanted to see how we could improve our plans. Bob’s thorough work gave us longer guarantees, with NO added premium and added long term care for both of us.
William OlmedaBusiness Agent Local 776
As with many soon to be retirees, we began taking a closer look into our financial stability to ensure a positive retirement future. In meeting with Izzy we were impressed with his wealth of knowledge. There was no quick fix but a measured approach to review all of our details. Appreciate the flexibility for follow up meetings and shared communication. Izzy provided various options and insight for our consideration. Never any pressure. We valued his authentic approach and engaging conversation. We reviewed our current status and identified our financial goals for the future. We will definitely recommend the Arbor Group to others. The expertise and tools of resources shared with us to meet our retirement goals is greatly appreciated and invaluable for our peace of mind. Well done Arbor Group. Thank you.
Marcus & Denise KingLocal 331 in Egg Harbor, NJ
Director of Retirement Readiness
For a no-cost, no-obligation evaluation of your pension options, life insurance and retirement income planning, contact:
Arbor Group856-770-8400 / firstname.lastname@example.org