As someone who was nearing retirement with concerns about having enough income to maintain my lifestyle, Ascend Benefits, LLC provided exactly the expertise I needed. Their team helped me understand how a fixed indexed universal life insurance policy could serve dual purposes – protecting my family while also building cash value for my own financial security. What impressed me most was their patient approach to education; they never pressured me into quick decisions but instead ensured I fully understood each option. The comprehensive retirement income strategy they developed has given me confidence that I’ll have the steady stream of lifetime income I need, regardless of what happens in the markets. I recommend them to anyone serious about securing their financial future.
Testimonials
Working with Ascend Benefits, LLC transformed my approach to retirement planning entirely. When I first met with their team, I was overwhelmed by the complexity of rolling over my 401(k) from my previous employer and concerned about market volatility affecting my savings. They took the time to explain fixed indexed annuities in terms I could understand and showed me how I could protect my principal while still participating in market gains. The peace of mind knowing my retirement funds are secure, combined with the potential for growth, has allowed me to sleep better at night. Their guidance helped me create a clear roadmap for my retirement that aligns with my vision of traveling and spending more time with my grandchildren.