Helping You Get One Step Closer to Retirement

Helping You Get One Step Closer to Retirement

How confident are you about having a comfortable retirement? If you are a little worried, you’re not alone. According to a 2014 report by the Employee Benefits Research Institute, 36% of respondents were “not very confident” or “not confident at all” about having a comfortable retirement. The time to begin planning is NOW. We can help.

Maximizing Your Social Security Benefits

Although Social Security is commonly thought of as a retirement program, it touches the lives of nearly all Americans: older Americans, workers who become disabled, and families in which a spouse or parent dies.

Today, about 168 million people work and pay Social Security taxes and about 60 million people receive monthly Social Security benefits. Most beneficiaries are retirees and their families, equaling about 42 million people.

As you begin to dive deeper into Social Security benefits, it is critical to understand the strategies that may affect you and your family now and in the future. This guide will address each strategy and also prepare you to discuss each topic with your financial advisor to compile the best plan for you and your family’s future.

Let’s get started!

Be confident in your financial future.

At World Fidelity Life, we know you want to be a smart planner when it comes to your financial future. There is a Life Cycle to your experience. We are with you every step of the life cycle to ensure your reach your desired outcome. 

The True Wealth Creation Life Cycle offers a flexible product design to meet your long-term goals. Now that’s a smart plan.

Set a primary goal.

No matter where you’re at on your financial journey, it’s important to pinpoint your primary goal. Are you looking for growth potential while working toward retirement? Are you ready for a retirement income stream, or legacy protection? Let us help.

We are focused on you.

Connect with a financial professional to learn how our Fixed Index Products can help you meet your long-term goals.

Don't Have a Licensed Financial Professional?

Whether your looking to protect your family, protect your income, or just have questions. Leon Elliott and the World Fidelity Life, LLC team of professionals are available to offer guidance and solutions. 

No warranty or representation is given, whether expressed or implied, as to the completeness and/or accuracy of the information contained on this website and accordingly the information given is for guidance purposes only. You are requested to verify the above information before you act upon it. You should not rely on such information and should seek your own independent legal advice. We will not be liable for any loss and damage, whether direct or indirect, from your use of the information and the materials contained therein.

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Saturday: 10am - 2pm
Sunday: Closed

Charlotte 28278
North Carolina, United States

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