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Arrowhead Mountain  
Insurance Agency  

160 River Street
Milton, VT  05468

Phone: (802) 893-4521
Fax: (802) 893-4554

 

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Hours of Operations :
Monday through Friday
9 am - 5 pm
Saturday through Sunday
closed
Latest News

 

 

contact us for a FREE

no-obligation

quote


Life Insurance

 

Term Life Insurance, Permanent Life Insurance, Disability Insurance, Long Term Care Insurance , Health Insurance (small Group 1+ person),  Dental Insurance, Medicap Policies (Medicare Supplement),  Critical Illness Insurance, Medical Travel Insurance

For a FREE no-obligation quote click here

Retirement Planing

IRA's, 401 K's,  Immidiate Income and Deferred Annuities,

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We represent many different companies to make sure you will receive the best available quotes with a financial strong company

 

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FAQ's

How Much Life Insurance Should I own?
In general 6 - 8 times your annual earnings. 

Should we have Life Insurance on Spouse and Child?
It may be advisable to purchase life insurance on a child, generally , however, such purchase should not be made instead of purchasing appropriate amounts of life insurance on the family bread winner(s)

Should I purchase Term Insurance or Permanent Insurance?
The answer will vary depending your personal circumstances such as: How much should I buy ?  What can I afford?

How much money will I need in retirement?
One rule of thumb is that you need 70% of your pre-retirement yearly salary to live comfortably.

Will pension and Social Security be enough for my retirement?
Unfortunately, probably not. Your personal savings will have to generate enough income to cover the shortfall.  You can check your estimated Social Security benefits by using the government's Social Security Online calculator.

As your Personal Financial Representative I can take care of a wide variety of your insurance and financial needs at one convenient place.

If you are thinking of retirement, savings or protecting your family and assets, please contact me today.

Do You Know;

  • Around 94 % of South Africans DO NOT enjoy a financially carefree retirement.
  • You need around 70% of your financial salery as a MINIMUM income.
  • You need a lump sum of around 10 TIMES your highest annual salary at retirement.
  • INFLATION in retirement is your greatest threat.
  • You could live more than 30 years in retirement, with no SALARY!

Will you have anough money to live until the age of 90?
 

Managing money during retirement is very different to managing money before retirement 

If you would like an indication of how much you should be saving for your Retirement,
please contact me for a free - no obligation consultation

 Ulrich Friese, Personal Financial Representative

UlrichF@aol.com

( 802 ) 373-8999 or call (802) 893-4521 x 305

 

 

 

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Life Insurance
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Let Us Assist You With All Of Your Insurance Needs

Shawn Jenkins
Owner Agent

SJenkins@arrowheadinsurancevt.com

 
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