Business Owner Retirement

Find yourself better off in the long run.


We all have a future. Make sure it's secure.

When you are saving for retirement or looking for ways to build retirement income, annuities can play an essential role in your plans. These coverages offer tax-deferred growth, flexible income benefit options, and guaranteed death benefits. And you can use them to create a constant and guaranteed income stream during retirement.

Our team at Dickson & Serra is ready for your questions and eager to help you find a solution.  Some of the features of these plans are; Fixed Annuities, used to Avoid market volatility while providing a fixed rate of return. Income Annuities offer you guaranteed income now or in the future and potential market growth with Premium protection.

Variable Annuities provide you with potential investment growth in the market and options to create guaranteed income. To learn more about Annuities, send us your questions here.

Traditional IRA & Roth IRA
Traditional IRA & Roth IRA

Protect your income, not just your job

You are thinking about better preparing for the future and have questions about IRAs and how to obtain a plan. Our team can answer any question, and we're here to find you a plan that fits your specific situation.

Dickson & Serra's extensive network gives us the ability to find you the best plan. Traditional IRAs offer the critical advantage of tax-deferred growth, meaning you won't pay taxes on your untaxed earnings or contributions until you're required to start taking distributions at age 72. With Traditional IRAs, you make deposits with money you could deduct on your tax return, and any profits can potentially grow tax-deferred until you withdraw them in retirement. There are several options for Individual Retirement Accounts (IRAs). The key features of all IRA accounts: FDIC Insured - Up to $ 250,000 per depositor.  To learn more about IRA plans, send us your questions here.

Universal Life Insurance (ULI)
Universal Life Insurance (ULI)

Life insurance that truly fits you.

Your family's security is a constant worry that keeps us awake at night. Protecting their assets will safeguard their future, which is one of the main reasons you work hard to bring the best to them and see them prosper, but what will happen if you are no longer there? Would your loved ones thrive on their own or get swamped with all sorts of bills that make their dreams fade away, never to come back. The time to secure your loved ones' future is our team to find you a solution that fits your specific situation.

Dickson & Serra helps you to get Universal life insurance (UL). A form of whole life insurance with an investment savings component and low premiums. The Universal Life Insurance (UL) price is the minimum premium required to maintain an insurance policy. Beneficiaries receive only death benefits. To learn more about Universal Life Insurance plans, send us your questions here.

Find Coverage


Income Protection

Protección de Ingreso

Owner Retirement

Jubilación del propietario