Services
Life Insurance
At Tennessee Valley Retirement Solutions, we believe in making life insurance planning simple and stress-free. Our process begins with a personalized consultation, either over the phone or in-person at our office, where we encourage clients to ask any questions they may have. We then gather essential information about their family, income, health, and expenses to tailor a solution that meets their unique needs.
After this initial discussion, we schedule a follow-up appointment to present our recommendations. If the client decides to move forward, we assist them in completing the necessary applications. Best of all, our services come at no cost to our clients. Pending underwriting approval, their policies will be set in motion, providing them with the peace of mind they deserve.
Retirement Planning
We specialize in crafting personalized retirement plans tailored to your unique financial goals and aspirations. Our process begins with an in-depth consultation where we gather information about your financial situation, goals, and aspirations for retirement.
In the subsequent appointment, we present a comprehensive retirement plan customized to meet your needs. If you’re satisfied with the plan and find it appropriate, we’ll proceed to the final step, where we guide you through the paperwork and implementation process.
Between appointments, we ensure you have all the necessary information and resources by emailing you detailed summaries and brochures related to your retirement/income plan. Our goal is to make the retirement planning process smooth and hassle-free, empowering you to achieve your retirement dreams with confidence.
Medicare Supplements
We offer complimentary assistance in navigating the complexities of Medicare Supplements. In our initial consultation, either over the phone or in-person, we provide a thorough explanation of how Medicare and Medicare Supplements work. We’ll discuss your health, employment status, and financial situation to tailor a solution that fits your needs.
Depending on your comfort level, this consultation may be sufficient to proceed with enrollment, or you may opt for a second appointment to finalize your decision. During this follow-up session, we’ll handle all the paperwork to ensure a seamless transition to your new Medicare Supplement plan.
Our priority is to provide you with the knowledge and support needed to make informed decisions about your healthcare coverage, all at no cost to you. Your peace of mind and satisfaction are our top priorities.
Frequently Asked Questions.
All of our services are offered at no direct cost to you. We work with dozens of different companies and they pay us a commission for servicing you. 100% of your money goes to work for you!
The average appointment is around 30 minutes, but can go up to 90 minutes depending on the complexity of your situation.
This varies depending on your level of comfort and the services you are interested in. The longest is Retirement Planning and it can take up to two months to create and fully enact your plan. Life Insurance and Medicare typically takes one to two weeks.
We will see if there is a way to adjust it to better fit your needs, but if in the end you just aren’t interested that is no problem. We will wish you well and wave to you when we see you around Cleveland!
We work with people all the way from their mid 20’s to their late 80’s. Our average client is usually between 50 and 70, but it depends on the services they need assistance with.
Talk to us
Have any questions? We are always happy to answer any questions or concerns you might have!