A retirement resource for educators
Retirement, made
clear for the
people who teach.
Your pension, Social Security and savings --
reviewed together, so you can see the whole picture before you decide when to retire.
Defined benefit
pension experts
Independent, licensed
professional
Defined benefit
pension experts
WHY CHOOSE RETIRING EDU
Empowering educators for a confident future
Are you an educator or school employee planning for your retirement? At Retiring Edu, we understand the unique challenges and opportunities that come with your profession. Our mission is to empower you with the knowledge and tools you need to secure your financial future and retire with confidence.
Personalized
retirement analysis
Our retirement analysis takes into account your pension, Social Security benefits and other retirement savings to provide you with a customized view of your retirement finances.
Educator-centric
strategies
We tailor our guidance and recommendations to the unique needs of educators, helping you make the most of your pension plan and other retirement benefits.
Scenario Analysis
Life is full of uncertainties. We help you explore different retirement scenarios to adapt to unexpected changes and make informed decisions.
Independent
professionals
The licensed insurance professionals we work with are independently licensed and offer recommendations based on your unique needs.
WHY CHOOSE RETIRING EDU
Explore the tools that
kickstart your plan
Pension Analysis
Understand the ins and outs of
your pension plan and compare
different retirement ages.
Social Security Strategies
Ways to help maximize your
benefit and align the timing with
your financial goals.
Additional Income Sources
How insurance products may
provide supplement income for
a more comfortable retirement.
Scenario Analysis
Test different retirement
scenarios to help ensure your
strategy still meets your needs.
SAVING FOR RETIREMENT AS AN EDUCATOR
You gave years to the
next generation. Let's
plan yours
Our team helps you review your pension and your overall financial health by listening first, then showing you wheather it gets you where you want to go.
A complimentary pension analysis
Plain-language answers, no jargon
Meet online or at our Santa Monica office
IN AN APPOINTMENT
Things we go over
together
Bring your questions.
01
How much do I need to save to meet my preferred retirement lifestyle?
02
How can I make the most of a defined benefit pension plan?
03
Will there be a gap between what my pension offers and what my preferred lifestyle in retirement
03
How should I save for retirement to supplement my pension?
IN AN APPOINTMENT
Things we go over
together
Whether you're just beginning to think about retirement or nearing your golden years, we're
here to support you.
Saving for Retirement as an Educator
After giving years of working with our next generation, we believe that educators deserve to live the best retirement possible. Our team can help you review your pension and overall financial health by listening to you and see and seeing if it helps you reach your goals
Things we go over in an appointment
How much do I need to save to meet my preferred retirement lifestyle?
How can I make the most of a defined benefit pension plan?
Will there be a gap between what my pension offers and what my preferred lifestyle in retirement
How should I save for retirement to supplement my pension?
Follow Us
Retiring Edu DBA For Teachers Financial & Insurance Solutions
Retiring Edu is an Insurance Firm that offers retirement income and protection strategies using life insurance and annuity products. Our services focus on the financial needs of educators and school employees, and include a complimentary pension analysis. Our licensed insurance professionals are independent and can offer a wide array of insurance products and services to help meet your unique needs. CA insurance license #6002118.
We are not affiliated with any educational or government agency, and do not provide investment, tax or legal advice. Always consult with your own qualified investment and tax/legal advisors.
Insurance and annuity products are not suitable for everyone. They involve fees and charges, including possible surrender penalties. Optional benefits and riders may involve additional annual cost. Life insurance involves medical and often financial underwriting to qualify.
Life insurance loans and withdrawals will reduce policy death benefits and cash values and may cause the policy to lapse or require additional premiums to keep the policy in-force.
Annuity withdrawals are subject to ordinary income taxes, and potentially a 10% IRS penalty before age 59-1/2. Product feature and availability may vary by state.
Fixed indexed life insurance and annuities are not investments in the market or index. The interest credited on your contract may be affected by the performance of an external index. However, your contract does not directly participate in the index or any equity or fixed interest investments. You are not buying shares in an index. Interest credits are subject to limits set by the issuing company, such as caps, spreads and/or participation rates. Guarantees are backed by the financial strength of the issuing company.