Plan Your Retirement With Confidence.

 Expert strategies and tailored solutions to help you secure a worry-free retirement — for yourself, your business, and your legacy.

 Retirement Planning That Works for You and Your Future Generations

 When it comes to retirement, it’s not just about saving — it’s about strategic planning. Our goal is to help you achieve financial confidence, long-term stability, and peace of mind. With personalized guidance from experienced professionals, you’ll gain clarity on your options and make decisions that secure your future.

 Our Proven Strategies for Individuals & Businesses

FOR INDIVIDUALS:

  • Well-Structured Annuity Contracts – Guaranteed income for life.

  • Tax-Deferred Cash Value Life Insurance – Build wealth with tax-free income.

  • Indexed Universal Life (IUL) – A smarter alternative to traditional 401(k).

FOR BUSINESS OWNERS:

  • Solo & Combo Cash Balance Plans – Maximize tax benefits and savings.

  • Fully Insured 412(e)(3) Defined Benefit Plans – Guaranteed, predictable retirement income.

  • 401(k), Safe Harbor, Solo 401(k) & Profit Sharing Plans – Flexible retirement options for teams.

 Safeguard Your Business and Loved Ones

 We offer specialized insurance strategies to ensure your business — and the people who make it thrive — are protected from the unexpected.

  • Key Person Insurance – Protect against loss of vital team members.

  • Buy-Sell Agreement Insurance – Ensure smooth ownership transitions.

  • Executive Bonus Insurance – Reward and retain top talent.

  • Supplemental Executive Retirement Plans (SERP) – Additional benefits for your executives.

  • Cash Reserve Plans – Build liquidity and protect against future uncertainty.

 Ready to Build a Stronger Financial Future?

© Upstar Insurance Group • This message is for informational purposes only and does not constitute legal or tax advice. Consult your CPA or tax advisor.