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How We Help
Clients' Voices
Testimonials from our satisfied clients.
"As a single mom working long shifts, security is everything to me. My IUL gives me the peace of mind that my kids will be protected no matter what happens. But what surprised me most is how it’s also growing cash value for our future. It feels like I finally have a plan—not just for emergencies, but for college and beyond. The IUL has become my financial backbone."
"Starting my business meant taking risks, but my IUL wasn’t one of them. I love that it protects me while also building tax-advantaged wealth. Honestly, it’s the smartest financial move I’ve made so far. Knowing my money can grow with market gains—without losing value in down years—lets me focus on scaling my company without stressing about financial setbacks."
"I spent 35 years teaching, and I always wished someone had taught me about IULs sooner. Mine is now helping supplement my retirement income without me worrying about taxes eating into it. The downside protection has made me feel safe even when the market feels uncertain. It's the perfect blend of protection and stability for someone in retirement like me."
"My job comes with risks, so protecting my family has always been a priority. The IUL gives me more than life insurance—it gives me growth. The cash value is building faster than I expected, and I appreciate that even if the market crashes, my policy never loses value. It’s exactly the kind of stability someone in my line of work needs."
"My parents never had access to this type of financial education, so learning about IULs was eye-opening. I started mine at 20, and the low cost plus long-term growth potential blew me away. I love knowing I'm building wealth early and that I’ll have access to the cash value later—whether it’s to start a business, buy a home, or invest back into my family."
"I’ve invested in many financial vehicles over the years, but the IUL stands out because of its tax advantages and flexibility. It’s become a critical part of my financial strategy. I’m able to protect my family, grow money efficiently, and create a tax-free retirement distribution strategy. It’s honestly one of the most underrated tools for high-income professionals."
Why Haven Retirement Solutions
Frequently Asked Questions
Clear answers to help you make confident insurance decisions.
What types of clients do you work with?
We work with individuals, families, and small business owners who want to take control of their finances and plan for the future. Whether you’re just starting out, preparing for retirement, or managing complex investments, our advisors can help.
How do I get started with Haven Retirement Solutions?
Simply fill out the form above and our producer, Aidan Finkle , will contact you.
Are your financial plans customized?
Yes — every financial plan we create is tailored to your unique goals, lifestyle, and risk tolerance. We don’t believe in “one-size-fits-all” advice, so you’ll always receive strategies designed just for you.