We at RLI Solutions offer a broad range of financial, retirement and life insurance solutions for our clients.
Retirement
From Traditional IRAs, Roth IRAs to Simple IRAs and 401(k) plans, meet with one of our financial professionals to find out which retirement solution is right for you. We will review your retirement income sources and address the largest expenses in retirement you may face. We can provide you with a realistic retirement plan. We can provide strategies to reduce debt and to develop a stream of income for life.
Deferred Retirement Option Plan (DROP)
We work with state, county governement, police officers, firefighters and school board employess to offer DROP options for their IRAs and accounts. We also provide a retirement income and expense plan to help them on your road to retirement. We help take the stress out of retiring from the State of Florida. Call us today for an appointment at (850) 380-9944.
Insurance
RLI Solutions offers a spectrum of life insurance based products, including universal life, term life, and long-term care insurance. No matter your stage in life, let us help you find the right insurance-based products to compliment your financial goals.
403 (b) /457(b) Plans
We offer custom-designed retirement planning solutions for TSA/403(b) organizations, including schools, colleges, hospitals, and other nonprofit employers. These solutions include direct payroll deduction and integrated billing and reconciliation services.
RLI Solutions advisors work one-on-one with employees to help them understand the importance of saving and investing in a 403(b) plan. We also provide them with important information about their FRS retirement plan, and how they can supplement their retirement income and properly prepare for retirement.
Long-term care solutions
We at RLI Solutions offer specific products, based on life insurance and annuities, which can provide long-term care benefits if care is needed. If you never need care, your asset passes to the next generation
Call us today for an appointment at (850) 380-9944.