Liberty Foundation

Educators Financial Assurance is a subsidiary of Preferred Retirement Options, Inc., a Registered Investment Advisor.

Our mission is to provide quality service, investment products, and financial planning tools to the educational, healthcare, and governmental communities with integrity and professionalism.  Our market focuses on voluntary investment vehicles such as 403(b), 403(b)(7), 457, 401(k) plans, Individual Retirement Accounts - IRAs, SEP IRAs, SIMPLE IRAs, and 529 college savings plans. 

In addition, we also focus on risk management programs to help preserve your assets through life insurance, long-term care insurance and disability insurance.

As a service to employers and their employees, Educators Financial Assurance provides worksite educational workshops and enrollment meetings.

Our products and services are provided only in the states of Idaho, Oregon, Washington and Wyoming.

Jim Hancock is a registered representative offering securities through SICOR Securities, Inc., Member FINRA, SIPC, MSRB, 6500 Poe Ave., Suite 105, Dayton, OH 45414, 937-890-3101.  Preferred Retirement Options, Inc., a Registered Investment Adviser and SICOR Securities, Inc. are unaffiliated.  Non-securities products are not offered through SICOR Securities, Inc.

 

 

 

  
Calculators

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Disability Income Insurance

How much Disability Income Insurance do you need?

More Calculators →

Newsletters

Using a Variable Annuity for Guaranteed Income

One recommendation from the White House Task Force on Middle Class Working Families was for retirees to consider purchasing annuities to help provide a stable income. Investors who want their retirement portfolios to go the distance might want to learn more about variable annuities.

HOT TOPIC: American Manufacturing: Rebound or Renaissance?

During the last decade, U.S. manufacturing lost millions of jobs to foreign competition. The sector appears to be coming back strong, adding almost half a million jobs since 2010 as productivity rises. This article examines the conditions that originally caused the exodus of U.S. industrial production and those that may bode well for its future.

Designating Retirement Plan Beneficiaries

IRAs and defined-contribution plans have become an important component of personal wealth for households. Designating account beneficiaries and keeping the designations current can be a complex — but important — process to perform on a regular basis as certain life events and tax situations can necessitate a change.

Do You Have Enough Disability Coverage

Disability can affect anyone without notice, and a well-paid professional in the midst of a productive career has much to lose if he or she suffers a medical problem and is unable to work. But there are ways that high earners can expand their coverage and help ensure that their income, assets, and lifestyle are not at risk from a potential disability.

More Newsletters →