Our Services
Financial Planning
We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As Part of The Lifetime Retirement Solutions process, we'll help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current annuity to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
At Lifetime Retirement Solutions you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
We believe that life is more than a paycheck and our mission is to ease your worries and help you create a sound and stable financial strategy for your retirement.
As Part of The Lifetime Retirement Solutions process, we'll help you create a retirement income plan that balances:
- Daily Living Expenses
- Budgeting for Luxuries & Quality of Life
- Planning your Social Security Benefits for Maximum Results (Social Security can add $1M to your retirement fund)
- Factoring in Pensions Withdrawal Strategies
- Factoring in both Expected & Unexpected Medical Expenses
- Planning for the Unexpected and the Inevitable
One of the most imperative decisions you can make in regards to your retirement is when to start receiving your Social Security benefit.
There are pros and cons to delaying your benefit, as well as receiving it as soon as you become eligible - at age 62. We can help you navigate this process by showing you precisely what to do, and at what time, to maximize your Social Security Benefit.
Are you seeking guaranteed retirement income or looking for an additional tax-advantaged way to save for retirement?
We have a broad selection of retirement annuity products designed to help fit your needs. Our highly trained professionals are ready to guide you and help you feel confident you're making the most suitable retirement planning decisions. We can review your current annuity to see if there is a more suitable lower-cost option available that might provide you with more competitive rates.
At Lifetime Retirement Solutions you will work with a team of specialists who will help you prepare and execute an estate plan that is right for you and your beneficiaries.
One overlooked aspect of estate planning, other than avoiding taxes, is the fact that Insurance documents and other contracts may supersede the wishes you lay out in your will. Making sure all your beneficiary forms are in order, that you are transferring your assets in the most tax efficient manner, and that you have a continuity plan in place to ensure that your loved ones are taken care of while your estate is making its way through the courts, are all vital pieces of your plan. Give you and your loved ones the peace of mind that comes with knowing that you have a sound financial plan that takes care of them when the time comes.
QUALITY PRODUCTS FROM EXCEPTIONAL COMPANIES:
Insurance Services
With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds.
We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.
Original Medicare (Parts A and B) helps pay for “medically necessary” care. This means care that’s required to diagnose or treat an illness or condition.
Dental, vision and hearing care are not seen as medically necessary. Original Medicare doesn’t cover dental exams, eye exams, eyeglasses, hearing aids or other related services.
Dental vision and hearing insurance plans are offered nowadays to those looking for a dental plan a vision plan and a hearing plan. Combining these three plans into one means saving a lot more money than if you were to buy them separately.
The Jones Agency can help find you the best plan for your Dental, Vision, and Hearing needs.
If you fall and break your arm, accident insurance could provide a one-time cash payment to help with co-pays you might incur for treatment.
If a broken arm meant that you could not work, you could file a claim for short-term disability benefits in order to begin receiving weekly replacement income. Although there is a distinct difference between the two types of coverage, they can certainly complement each other in the case of a covered injury.
Critical Illness is an insurance product developed to help consumers cover expenses associated with critical illness.
This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
Medicare Supplements, sometimes called Medi-Gap insurance, have been around since the start of Medicare in 1965. Medicare supplement plans are standardized and available in plans A, B, C, D, F, G, K, L, M and N in the states of Nebraska and Iowa. A standardized plan simply means that two plans with the same letter will be the same coverage, no matter what company sells them. The standardization of Medicare Supplement plans makes comparison a little easier when everything else with Medicare can seem so confusing and complicated.
At The Jones Agency, Medicare Supplements are our main focus. As local independent agents, we get licensed with highly rated companies that have competitive rates in the states of Nebraska and Iowa. If you are looking for a Medicare Supplement, we’ve got one to fit your personal needs and situation and we take the time to sit down and explain it all to you in plain English. Additionally, we provide the service on all of our policies. When you call our office, you will speak with a live person and you will have your questions answered right away. It is the kind of service you expect and deserve from a local, independent agent. Click here to learn more information about Medicare Supplements.
With the right life insurance coverage, we can be confident knowing that our loved ones will be able to live out their dreams, no matter what the future holds.
We do everything we can for our loved ones, not because we have to, but because we want to. If you're looking for affordable life insurance coverage for a specific period of time, term life insurance may be right for you. Permanent life insurance offers many different options and you can find the right guarantees, flexibility and cash value options to fit your needs.
Original Medicare (Parts A and B) helps pay for “medically necessary” care. This means care that’s required to diagnose or treat an illness or condition.
Dental, vision and hearing care are not seen as medically necessary. Original Medicare doesn’t cover dental exams, eye exams, eyeglasses, hearing aids or other related services.
Dental vision and hearing insurance plans are offered nowadays to those looking for a dental plan a vision plan and a hearing plan. Combining these three plans into one means saving a lot more money than if you were to buy them separately.
The Jones Agency can help find you the best plan for your Dental, Vision, and Hearing needs.
If you fall and break your arm, accident insurance could provide a one-time cash payment to help with co-pays you might incur for treatment.
If a broken arm meant that you could not work, you could file a claim for short-term disability benefits in order to begin receiving weekly replacement income. Although there is a distinct difference between the two types of coverage, they can certainly complement each other in the case of a covered injury.
Critical Illness is an insurance product developed to help consumers cover expenses associated with critical illness.
This specialized insurance provides a lump-sum, tax-free payment should a policyholder suffer from certain specific critical conditions. Some 600,000 Americans now have this protection purchased on an individual basis or through a plan offered by their employer.
Medicare Supplements, sometimes called Medi-Gap insurance, have been around since the start of Medicare in 1965. Medicare supplement plans are standardized and available in plans A, B, C, D, F, G, K, L, M and N in the states of Nebraska and Iowa. A standardized plan simply means that two plans with the same letter will be the same coverage, no matter what company sells them. The standardization of Medicare Supplement plans makes comparison a little easier when everything else with Medicare can seem so confusing and complicated.
At The Jones Agency, Medicare Supplements are our main focus. As local independent agents, we get licensed with highly rated companies that have competitive rates in the states of Nebraska and Iowa. If you are looking for a Medicare Supplement, we’ve got one to fit your personal needs and situation and we take the time to sit down and explain it all to you in plain English. Additionally, we provide the service on all of our policies. When you call our office, you will speak with a live person and you will have your questions answered right away. It is the kind of service you expect and deserve from a local, independent agent. Click here to learn more information about Medicare Supplements.