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Serving pre-retirees and retirees nationwide (812) 992-6983

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Choose a time that suits you.

Twenty minutes, by phone or video, at no cost. Pick a slot below and you will get a confirmation straight away.

Before You Book

What happens on the call.

It is a conversation, not a presentation. Chris will ask what you have saved, what you expect to spend, and what concerns you. There is nothing to sign and nothing to prepare.

If it helps to have a recent statement and a rough monthly budget in front of you, bring them. The call works without them.

Prefer to call(812) 992-6983
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Securewell Financial

Independent retirement income, healthcare and long-term care planning. Serving pre-retirees and retirees nationwide.

Licensing. Securewell Financial is an independent insurance agency. Christopher Jaffe is a licensed insurance professional, National Producer Number 8965539. Insurance products may be offered and sold only in those states in which he is properly licensed and appointed. Nothing on this website constitutes an offer to sell or a solicitation of an offer to buy in any jurisdiction in which he is not licensed.

Not a government agency. Securewell Financial and Christopher Jaffe are not affiliated with, endorsed by, or acting on behalf of the Social Security Administration, the Centers for Medicare & Medicaid Services, the United States Government, or any federal, state or local governmental agency. Any references to Social Security, Medicare or other government programs are provided for educational purposes only.

Insurance solicitation. This website is intended to provide general information and to solicit insurance products. A licensed insurance agent may contact you regarding the products described here.

Health and long-term care coverage. Securewell Financial is not connected with or endorsed by the United States Government or the federal Medicare program. Health insurance, Medicare-related insurance, and long-term care products are subject to eligibility, underwriting, exclusions and limitations, and their availability, benefits and premiums vary by carrier and by state. Christopher Jaffe does not offer every plan available in your area. For information on all of your Medicare options, contact Medicare.gov, 1-800-MEDICARE, or your State Health Insurance Assistance Program.

Not advice. The content of this website is provided for general informational purposes only and does not constitute tax, legal, accounting, or investment advice. It does not take into account your particular objectives, financial situation or needs. Please consult a qualified tax or legal professional regarding your own circumstances before acting on anything you read here.

Annuities. Annuity guarantees, including any guaranteed lifetime income benefit, are subject to the terms and conditions of the contract and are backed solely by the claims-paying ability of the issuing insurance company. Annuities are not bank products, are not FDIC or NCUA insured, are not deposits, and are not guaranteed by any federal government agency or bank. Product features, riders, availability, and rider charges vary by product and by state, and only the contract and its disclosure documents govern. Withdrawals may be subject to surrender charges, market value adjustments, and ordinary income tax, and withdrawals taken prior to age 59½ may be subject to an additional 10% federal penalty tax.

Examples and illustrations. Any figures, tables or examples appearing on this website are hypothetical, are shown for illustrative purposes only, and do not represent any specific product, any actual investment, or the experience of any client. They are not a projection or guarantee of future results. Rates and government figures cited are current as of the date of writing and are subject to change.

Third-party links. Links to third-party websites are provided for convenience only. Securewell Financial does not control, endorse, or accept responsibility for the content of any third-party site.

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