We are your trusted independent brokerage for superior coverage in Florida and Georgia. Our client-focused approach simplifies insurance, offering tailored policies following personalized risk assessments. Backed by industry expertise, we ensure reliable, satisfying coverage. Choose Lifeline Insurance Group for comprehensive and personalized insurance solutions with a commitment to excellence.

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+1 (305)-677-9912

+1 (786)-319-7679

Retirement Planning

Preparing the path
for what's ahead.

A financial safety net

An action plan to secure dreams and financial future.

Remember, a sound financial strategy can be more important than a lifetime of work. Most people are concerned about what their retirement years will be like, and over seventy percent believe they won’t have enough money for their retirement. Financial experts agree that being financially independent at retirement requires putting money aside while you are working and earning, even if it means making some short-term sacrifices along the way.

Call us to get started

Start envisioning how a new kind of life ahead might look like.

Saving for retirement?

Find out how you can make your retirement savings become a pension plan, that pays you an income stream for life!

Multi-Year Guaranteed Annuity (MYGA)

Interest rates are at all time highs! Now is the time to lock in the best interest rates available in 20 years.

Fixed-Indexed Annuities (FIA)

Learn how you can participate in the market gains, but not when the market suffers losses.

Already have a 401k or IRA?
Ask us about a tax-free rollover

If you have an old 401k plan or IRA you can do a Tax Free Rollover. This way you choose the best asset allocation for your risk tolerance. Choose from the top rated companies in the industry.

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Get a personalized retirement plan

How much do I need to save for retirement?

Give us some details about yourself and your expected retirement date. We can help you figure out, how much you will need for retirement. An advisor will contact you with a plan customized, just for you. Begin Today!

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We've got answers

Frequently Asked Questions

1.What is the maximum I can deposit into my IRA account?

$6,500 per year if you are over age 50 then a catch up provision allows you to deposit an additional $1,000 for a total of $7,500 per year.

2.I'm I required to withdraw money from my account?

Yes, with Qualified Retirement accounts you have what's caleed a Required Minimum Distribution or RMD, at age 72.

3.Is there a fee for getting interest rate information?

We do not charge you any fees just for simply shopping around. We actually encourage you to look at several carriers, to see which best fits your needs.

4.Do all annuities have fees associated with them?

No, not all annuities have fees. Some charge a fee for riders. See policy for details.

5.How can I avoid market fluctuations?

A Fixed Indexed annuity maybe the product for you. You gain when market goes up, but your protected from index losses.

6.Are interest rates competitive today?

Interest rates on Fixed annuities are at the highest levels in the past 15-20 years..