Protecting what retirement depends on
A retirement strategy is not only about how money grows. It is also about the risks that could disrupt the plan. Insurance may play a role in protecting people, income, assets, or obligations depending on the situation.
Start with the purpose.
Before comparing products, identify the problem the coverage is intended to address. That could include protecting people who depend on your income, reviewing existing coverage as life changes, or coordinating protection with a broader retirement plan.
Review what you already have.
Existing policies, employer benefits, beneficiary designations, and other coverage should be understood before adding something new. The goal is clarity—not duplication for its own sake.
Decades of insurance experience
Steve’s work began through the family insurance business, Massi Benefits. That experience remains part of MKT’s approach today as clients consider retirement and protection together.