Broker Check

MAXIMIZE & SECURE YOUR RETIRMENT INCOME

Plan now... avoid regret later

Are you leaving money on the table?

Are you leaving money on the table?

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.

Has your life insurance kept up with your life?

Has your life insurance kept up with your life?

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.

Not sure if you'll need long-term care insurance?

Not sure if you'll need long-term care insurance?

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.

Endorsed By Your Union

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.

How To Get Started

Obtain pension benefit options from his/her plan
(or sign an authorization and Arbor Group will get it for you)

Contact Arbor Group
Provide: 1) Name & spouse name, 2) Date of birth for each, 3) Anticipated retirement date, and 4) Options obtained from defined benefit plan

Initial analysis
The member will receive the initial pension optimization analysis within two weeks

Contact Us Today

For a no-cost, no-obligation evaluation of your pension options, life insurance and retirement income planning, contact:

Arbor Group
856-770-8400 / 888-723-5513
info@arborgrp.com