KEVIN & SUSAN
Kevin and Susan have worked hard their entire lives. They have raised a family. They both have jobs. Kevin has worked in the same company for 15 years in sales, and Susan recently was hired by the local school as an administrative assistant. Their kids are moving out, and they have a nagging feeling they need to be doing more with their money. They worry about investments and retirement. They want to make sure they can plan for their future needs and still spend more time with those they love.
Kevin and Susan need guidance to protect themselves from unnecessary taxes, manage their money to achieve the goals they have for retirement and legal advice to help leave a legacy for their kids.
THINGS TO FOCUS ON
- Greater Tax Sensativity
- Preserving Wealth
- Estate Planning
The Freedom Plan offers our most comprehensive group of services available.
Wondering where to start on your path to financial health? Get started with your personalized Journey™ action plan.
Journey™ by Lifecents is a financial wellness application designed to help you manage and overcome the most common challenges you will encounter on your financial journey. Access Journey™ to get started with:
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Simplify is a financial software that allows you to easily manage your entire financial life in one secure place so you can reach your goals faster.
Here’s just a few things you can do with Simplify:
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Ask Advisory gives you access to our knowledgeable financial counselors to answer your questions on everything from establishing credit and starting a college fund to exploring retirement options. Get confidential guidance and advice 24/7 about budgeting, debt consolidation, health care expenses, credit cards, taxes and more.
- 24/7 Access to Financial Counselors
- Free confidential counseling by phone.
- Free Financial calculators
- Access to Online Financial Resource Center (informative articles and other resources to help you plan ahead).
With Tax Chat, tax experts provide you with advice, planning and audit assistance to help you avoid mistakes, penalties and interest. They help make your year-end tax preparation feel painless and frustration free!
- Advice from tax professionals.
- Unlimited advice on federal taxes.
- Free tax return preparation for 1040EZ per household.
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Need a will, power of attorney or rental agreement? UIG’s online legal document creation tool called LawAssure Enhanced helps you save hundreds of dollars in attorneys fees to create your own high-quality documents to protect your family and assets.
- Create legal documents online such your will, living trust, healthcare directive, lease agreement, etc
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One of the best things you can do for your credit score is ensure that you’re protected from fraud and identity theft. ID Sanctuary provides you with personalized attention from fraud specialists, resources and more.
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If you need an emergency tow, a flat tire changed, a jump start or fuel delivered, Roadside Assist is there for you. Advisors will get you the help you need when you need it. Drive with confidence — safely and securely.
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The UIG Freedom Plan will help you secure what you have, and reach the goals you have for the future so can spend your time with the people and things that really matter.
When you sign up for an Umbrella Financial Fitness Plan, your immediate family also has access to your perks and services.
FREEDOM PLAN PRICE
Subscription cost is recurring and will be billed to your account monthly until cancelled.