Helpful tools, videos and articles for every life stage

Retirement

Retirement is your reward for years of hard work. That’s why making sure you have enough money to truly enjoy it is critical. Whole life insurance and annuities can be an effective part of your retirement planning strategy.

A whole life policy allows you to borrow from the cash value of the policy while also helping your family meet financial obligations after you pass away. Annuities accumulate savings and interest earnings to provide steady, tax-deferred income in retirement . Both products are available from SBLI.

Below are some helpful articles, guides and calculators.

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Smart Financial Tips for Retirees
We’re living long and active lives today. Get financial tips to help you stay secure and worry-free in your retirement.

Retirement Plan
What you need to know to create a comfortable, adequate retirement plan. Featuring tips from industry professionals and life insurance information by SBLI.

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Get the No Nonsense Guide to Converting Term to Whole Life: What is whole life and why do I need it?

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Coverage Estimator
Answer some simple questions about yourself to find out how much life insurance coverage you need.

Budget Calculator
Start with how much you want to pay each month and then determine the most coverage available for your budget.

Saving for Retirement Calculator
This pre-retirement calculator will help you determine how well you have prepared and what you can do to improve your retirement outlook. Find out how much of your salary you should save for retirement on a monthly and yearly basis.

Retirement Living Expenses Calculator
Use this calculator to help compare living expenses now from the day you retire. This will also help you to plan your saving requirements for the day you retire.

Retirement Savings Planner
Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target.

Social Security Retirement Income Estimator
Use this calculator to approximate your Social Security benefit.