Building a Legacy

We can help you plan for your financial future

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If you’re thinking about your next chapter, know that we are here for you. As you enter your golden years, keep in mind…

You may need new life insurance.

You can plan for your final expenses now, so your loved ones don’t have to do it later. You can also protect the assets you’ve acquired in your estate. To be sure you have the right life insurance in place, schedule a consultation today. Navy Mutual offers a range of life insurance plans, including a whole life option that builds tax-deferred cash value from day one. This important protection includes a tax-free death benefit that can also be used to help offset expenses related to a chronic illness – allowing you to preserve the legacy you’ve spent your whole life building.

An annuity may make sense for you.

During retirement, guaranteed income and reduced risk are even more important. Navy Mutual offers a variety of fixed annuities, including one that generates a steady stream of guaranteed income, regardless of market ups and downs.

To learn more about the different types of life insurance and which may be best for you, download our Life Insurance LookBook.