(704) 777-4865

Retirement Solutions

Retirement Solutions​

Have you created your retirement roadmap yet? If not, what are you waiting for! Retirement planning isn’t something that should be left for the last minute. At Inter-Action LLC, we don’t just help you build a successful retirement plan, but help you plan for life in general and what tomorrow brings. We help you build a purpose-driven path to a financially secure future that will allow you to enjoy your senior years. Retirement planning is important because it’ll help you in the long-run when you’re no longer working. Even with Social Security benefits, you’ll want to have a plan in place so that you can live the life you want when you’re older and not worry about being on a fixed income. There are many ways to plan for retirement, and we’re here to help guide you as to which ways are best for your financial goals. Stop worrying about your retirement and let us help you put a plan into action. Even the smallest amount of financial planning for retirement can really help you secure a healthier financial future.


Some Important Information

What Are Annuities?

What Are Annuities?

Another way to prepare for retirement is through annuities. This is a contract between you and an insurance company, requiring that the insurer make payments to you now or in the future. To buy an annuity, you can either make a series of payments over a specified time or pay it all up front. The payout might then come back to you in one sum or through a series of payments.

How To Get Tax-Free Income For Retirement?

How To Get Tax-Free Income For Retirement?

When planning for retirement, you’ll want to consider tax-free income options that allow you to get the majority of your funds without having to share it with the government. There are several ways to obtain tax-free income, and we’ll make sure to find the best solutions for your needs. Options like municipal bonds and Roth IRAs can be great, but they both have their own risks. 

What Is Indexed Universal Life Insurance & How It Works?

What Is Indexed Universal Life Insurance & How Does It Work?

One great way to save for retirement is by investing in an Indexed Universal Life insurance. This type of policy is a specialized type of universal life insurance that allows you to place a cash value to either a fixed account or an equity index account. An Indexed Universal Life insurance policy also allows for tax-deferred cash accumulation while also offering and maintaining a death benefit.

How Indexed Universal Life Insurance Helps Your Tax-Free Retirement Plan

How Indexed Universal Life Insurance Helps Your Tax-Free Retirement Plan

Anything tax-free is a major benefit, which is why Indexed Universal Life Insurance is appealing. You’ll get more money for your retirement since you won’t have to pay any taxes on the policy when you cash it out. Plus, any interest on the policy loan won’t have to be paid back if you continue paying the monthly premium. However, if the policy loan isn’t repaid, that loan balance will then get taken away from the death benefit in the event that you die. Your family will get any funds that are left over.

Tax-free retirement options don’t have to be a complicated process. 

Retirement Annuities2

How To Get Affordable Life Insurance In Florida?

Looking for affordable life insurance in Florida? Inter-Action LLC can help! We make looking for affordable life insurance easy because we know how confusing it can all be. The process can be very overwhelming for some, but we make sure to guide our clients so that they find affordable life insurance, with obtainable coverage that will secure and protect your family when you no longer are able to.

Insurance life insurance

The Importance Of Life Insurance


Wondering why you should buy life insurance in Orlando, Fl? 


Life insurance is vital since it protects your loved ones and allows you to leave them a significant non-taxable amount when you die. You can also use your life insurance policy to pay for your mortgage and personal loans, while also following you in retirement when you are no longer insured by your job. A life insurance policy will also replace any family income when you’re gone, allowing them the chance to keep the quality of life you’ve provided them.

Term life

What Is Term Life Insurance?

There are many types of life insurance and one of the most common ones is “term life insurance.” This is a type of specialized life insurance that will aid your family in dealing with financial obligations when you die. Term life insurance offers a policy that provides coverage at a fixed rate of payments for a certain length of time (considered the “relevant term”). If you happen to die during the specified “term,” then your family will get the death benefit and be able to pay for funeral expenses, the monthly mortgage or any other debts or bills.

why life insirance in improtant

What Is Universal Life Insurance?

Another common type of life insurance is universal life insurance. This is a type of permanent insurance, which means that the policy coverage will last your entire lifetime if you continue to play the monthly premiums. What makes universal life insurance so popular is the fact that the policy also holds a cash value component, which is separate from the death benefit that your family will get once you die.

Elderly woman pouring pills from bottle on hand, closeup view

What Is Medicare Supplemental Insurance?

There’s a whole lot more to Medicare, and if you want even more coverage, you’ll want to think about getting Medicare supplemental insurance. Navigating Medicare supplemental insurance can be confusing, which is why we’re here to help to guide you on what it is, and why you’d need it.


If you have any investment related questions, contact us!

At Inter-Action LLC, we put our customers and their desires first. We are driven by your needs and want to ensure your financial future

(704) 777-4865

Life Insurance

Brian Velez


Contact us

(704) 777-4865

Copyright © Interaction 2021. All rights reserved.