Mature Individuals and couples face many unique concerns:
Losing their retirement savings in an unpredictable economy
Outliving their income
Ensuring that loved ones are provided for in the future
Minimizing the tax consequences during retirement years and when leaving their legacy
Through our personal consulting and educational workshops, we address these issues and provide the information our clients need to make balanced decisions regarding retirement planning, asset accumulation and protection.
The Roemmele Agency team believes it is crucial to respect every individual's priorities and viewpoints by offering a wide variety of products and services.
The needs of our clients always come first, and we are committed to providing top quality service as the basis of a long-term professional relationship. We are committed to excellence in service for the mature market
Our Service & Respect for Seniors Team (SRA) can offer the following services:
Fixed Index Annuities
Variable Life Insurance
Life Insurance
Medicare Supplements
Long Term Care Insurance
Group and Individual Health Insurance/Disability Insurance
Reverse Mortgages
Property and Casuality Quotes
Commercial Insurance Quotes
Vince Roemmele and the Roemmele Agency are members in the National Ethics Bureau™.
The National Ethics Bureau™ is an independent organization that promotes consumer confidence by providing a one-stop source to verify the business ethics of insurance and financial advisors.
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The National Care Planning Council is dedicated to helping families recognize the need for long term care planning and to helping implement that planning.
Integrity, honesty, and a genuine concern for those who are in need of (or may need) long term care are at the heart of our services.