Thank you for visiting the MEMBER BENEFIT site for the Virginia Retired Teachers Association. We hope you find the information that you are looking for. If you have any questions or would like a quick rate quote for your specific circumstances, please don't hesitate to call or email our team. I am very excited to announce new benefit offerings for 2019 for Financial Advisory Services and Estate Planning.
Jim DuBrueler Jr.
VRTA Agent of Record
There are many options to consider when enrolling in Medicare coverage; Medicare Parts A, B, C, D and Supplemental, just to name a few. Let us help you navigate these waters and make the transition into Medicare an easy, understandable process!
MYGAs have become quite popular in our current low-interest rate environment. MYGAs offer guaranteed interest rate growth for a specific time period as guaranteed by contract through certain insurance companies.
Fixed Indexed Annuities are an attractive option, especially for retirees who prioritize principal protection but with higher growth potential than other savings vehicles. These products credit interest rates, with a cap, of a specific market index, but without the investment risk of the underlying index.
Long Term Care Insurance is often the "missing link" in retirement planning. There are two choices for insurance protection against this risk - traditional and asset-based long term care insurance. Read more to understand the differences....
New for 2019!
Financial Advisory Services *
1.00% Maximum Investment Management Fee
Retirement Income Planning
Social Security Claiming Strategies
Pension Survivorship Analysis
Estate Plans **
Basic Estate Plan -$500 individual or $650 couple
Financial Powers of Attorney
Advanced Medical Directives
Survivor's Check List
Advanced Estate Plans also offered at a reduced, flat-rate fee to include living, revocable trust documents
167 Creekside Lane
Winchester, VA 22602
Phone: (800) 467.5425 / (540) 722.2529
* Investment Advisory Services offered through AlphaStar Capital Management, LLC a SEC Registered Investment Adviser. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the advisor has attained a particular level of skill or ability. AlphaStar Capital Management, LLC and Creekside Financial Group Inc. are independent entities. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Insurance products and services are offered through individually licensed and appointed agents in various jurisdictions. Creekside Financial Group Inc. does not offer legal or tax advice.
** Attorney advertising: The information presented is designed for general information only and is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation.
© 2018 by Creekside Insurance Advisors Inc.