Retirement Protection Plus

Disability Insurance Protecion for the Retirement Nest Egg You've Worked So Hard To Create

You know the importance of planning ahead, that is why you’ve worked hard to set aside money for your retirement. But what if you couldn’t continue to make regular retirement plan contributions due to illness or injury? It’s important to put a fallback plan in place to insure that contributions continue to be made to your retirement plan even if you become disabled.

Berkshire Life is one of the very few companies to offer disability protection specifically for retirement plan contributions. We issue a non-cancellable and guaranteed renewable policy that pays the amount you contribute now – plus the amount your employer contributes – into an irrevocable trust.

• The trustee, an independent Massachusetts-based bank, invests the funds, in consultation with you, until you reach age 65.
• Upon retirement, the trust assets are distributed to you to supplement whatever you receive from your original retirement plan.
• It is a separate policy, not a rider, so it may be issued independent of other disability coverage.

For more information Contact us now.