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Retirement Checklist

Retirement Checklist

As an insurance broker and financial services provider, The Alliance for Lifetime Income provides checklist to help you prepare for retirement. 


This retirement checklist provides an easy-to-follow set of steps to make sure you are on track to achieve your retirement goals. 


From asset protection to income planning, our experienced financial services representative will help you create a retirement plan that works for you. 


With our range of products, services and resources, you can rest assured that you are getting the most out of your retirement savings.   Contact us today and get your own retirement checklist. You'll be glad you did. 

Banatty Insurance

Chantal Banatty

Banatty Insurance

NPN #

8937250

CONTACT US

941-541-2742

North Port, FL, USA

A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

Florida

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