What is the HEROPLUS℠ Program?
The HEROPLUS℠ Program is a Length of Service Award Plan (LOSAP) designed specifically for emergency services volunteers, including volunteer firefighters and volunteer EMS workers.
The unique structure of the HEROPLUS℠ Program provides a broad choice of investments and third party administration in one simple plan.
Emergency services volunteers are the lifeblood of the communities they serve. Now, you have a way to attract and reward these dedicated volunteers with the HEROPLUS℠ Program.
The HEROPLUS℠ Program is offered in 49 states except NJ.CONTACT US
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Making the most of surprises is a great reason to work with us.
How to Retire Early
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
It sounds simple, but paying yourself first can really pay off.
The uncertainties we face in retirement can erode our sense of confidence.
Alternative investments are going mainstream for accredited investors. It’s critical to sort through the complexity.
Good employee health can be great for the company’s bottom line.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how much income may be needed at retirement to maintain your standard of living.
Estimate your monthly and annual income from various IRA types.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
How do the markets usually react to elections? Was the 2016 election any different?
Agent Jane Bond is on the case, cracking the code on bonds.
The market is as unpredictable as the weather. We’d love to help you prepare.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.