Educators Financial Assurance

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, SEPs and SIMPLEs, and 529 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, Montana, Utah, Wyoming and Arizona.

  

 

  National Tax Sheltered Accounts Association
Calculators

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Estate Taxes

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Savings Accumulation

Estimate the future value of your current savings.

More Calculators →

Newsletters

Population Boomer

The nearly 80 million boomers, who have reinvented so many aspects of American life, appear poised to leave their unique mark on retirement and possibly transform the economy in the process.

Retirement, Boomer Style

As the baby boomers leave the workforce for retirement, the nation is facing a shortage of workers to take their places. This demographic shift is expected to affect not only Social Security and Medicare, but the U.S. economy, as well.

Money and the Battle of the Sexes

When both spouses are informed about the household finances, it can reduce the potential for mistakes, misunderstandings, and lost opportunities.

What Would Warren Do?

Investors who are uncertain how to react to bad news and troubling economic indicators could find themselves making matters worse with wrong moves that serve only to make them feel better. How does the world's top investor, Warren Buffett, react to market volatility?

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