About Retiring EDU

At Retiring EDU, we believe that teachers and school employees deserve a secure and comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies.

Our approach is customized to you, taking into account your unique circumstances and goals. From understanding your pension benefits to exploring additional income streams available through insurance and annuity products, we're here to help you make informed decisions and create a retirement approach that works for you.

Mission

To empower educators and school employees across the U.S. to make informed, confident decisions about their retirement. Through personalized guidance, education, and ongoing support, we help our clients maximize their pensions and plan for a financially secure and fulfilling future.

Vision

To be the most trusted retirement planning resource for school employees nationwide, demystifying complex systems, inspiring confidence, and transforming the way educators approach their financial futures.

Core Values

Education First

We believe knowledge is power. We strive to educate every client so they understand their options and feel confident making retirement decisions.

Empathy

We respect the unique journey of every educator. We listen, care, and tailor our guidance with compassion and understanding.

Consistency & Commitment

We don’t just show up once, we stay in touch. Through annual reviews and ongoing support, we’re with our clients every step of the way.

Integrity

We operate with transparency, honesty, and a deep sense of responsibility. Our clients’ trust is our most valuable asset.

Accessibility

We make retirement planning simple and approachable, offering clear explanations, friendly service, and no-cost consultations.

Impact

We aim to make a difference in the lives of those who have dedicated their careers to making a difference in others.

At Retiring EDU, we believe that teachers and school employees deserve a secure and comfortable retirement. Our team of licensed insurance professionals have years of experience in retirement income strategies and information, and we're committed to help you navigate the complexities of pensions and retirement income and protection strategies.

Our approach is customized to you, taking into account your unique circumstances and goals. From understanding your pension benefits to exploring additional income streams available through insurance and annuity products, we're here to help you make informed decisions and create a retirement approach that works for you.

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.