Maartin Rossouw is the President of MJR Financial & Insurance Services specializing in retirement planning strategies and senior medical insurance. With over 26 years of experience in the insurance industry, Maartin finds it most rewarding when clients benefit from the results of following a strong financial strategy that has helped them retire with confidence.
Maartin's clients say that they enjoy working with him because he explains complex concepts in an easy to understand and straight forward way and he always takes the extra time to make sure all their questions and concerns are addressed. Maartin holds the Chartered Mutual Fund Counselor (CMFC) and Certified Long-Term Care (CLTC) designations and is licensed to sell insurance products in the state of California.
Maartin's clients say that they enjoy working with him because he explains complex concepts in an easy to understand and straight forward way and he always takes the extra time to make sure all their questions and concerns are addressed. Maartin holds the Chartered Mutual Fund Counselor (CMFC) and Certified Long-Term Care (CLTC) designations and is licensed to sell insurance products in the state of California.
Services
To help ensure you have a strategy in place to address some of those concerns, you may find it helpful to work with someone with experience in using life insurance and fixed annuities to help solidify your retirement strategy with valuable protection and guarantees. Are any of your retirement savings protected from the volatility of the stock market?
Review your Social Security and retirement statements to determine potential retirement income shortfalls where a fixed annuity may be a potential solution. Explain the importance of routinely verifying your Social Security statement earnings record for accuracy. Review your unique situation to determine potential eligibility for other types of benefits (ex-spousal, dependent or caregiver benefits).
More than just a bank account or stock certificates-your family legacy encompasses all the experiences that your family holds dear, as well as the values, wisdom, and hopes you leave for them. With this in mind, the question for you becomes more about what each of your family members value most. You can't really know until you start talking about all these key components of creating a legacy.
Please note that the information and opinions included are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Our media library is a collection of short, informative videos discussing a variety of topics surrounding retirement.
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