Strategic Transitions

Description

• We have four distinct sides to our company: 1. Retirement Planning Strategic Transitions strives to focus on the financial well being of all their clients by taking the time to examine and create a plan specific to each clients needs. ST can provide a detailed road map to help achieve your financial goals. We strongly believe that by helping our clients understand money such as learning ways to acquire more of it as well as making it work harder for them that a solid retirement plan can be attained. ST emphasizes having a Financial Needs Analysis completed, as a start to building a financially secure future. Unlike some companies that use old techniques and standardized processes, ST creates custom programs that are easy to customize and mold to the specific needs of each client. If these programs are applied properly they can make a secure financial future a reality. The facts are that Social Security is not going to be a viable source of income for many of us in the future, and even if it was the average $1,230.00 is not likely to pay our bills. The sad facts are that only 4 out of 100 people turning 65 have an income over $35,000.00. If you choose to be one of the financially secure few then planning is a necessity 2. Employee Benefits Health Dental Vision Disability Critical Illness 401k/IRAs We partner with companies to help offer more benefits with a cost savings and more products! We work with businesses from 1 employee to 2,000 employees. 3. Individual Plans - Individual Health (we work with Federal Healthcare Reform programs) - Dental - Income Replacement - Catastrophic Coverages (heart attack, stroke, cancer) 4. Life Partnership We consult with other P&C Insurance agencies and show them an option of expanding their services with no added cost. Our program increases retention rate by 3-5% and produces an extra $75-$100k in commissions! WE ARE HIRING!! http://strategic-t.com/employment/
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  Headquarters:13 N 6Th St , New Bedford, Massachusetts, United States

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  Phone Number: +1 508-465-6500

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  Website: https://www.strategic-t.com

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  Employees:12

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  Revenue:$1 - 10M

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  Legal Name:Strategic Transitions

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• |  NAICS Code: 524126  |

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