Your Benefits

North American Life Plans has been endorsed by your association to provide the following financial products and services to you and your family members:

Annuities

An annuity is a long-term savings vehicle that can help protect against the risk of outliving one's assets.

Final Expense Insurance

Final expense insurance helps ensure the burden of burial, funeral, legal and other final expenses will not fall on the shoulders of loved ones.

Financial Planning

Retiring and shifting your focus from asset accumulation to preservation and distribution is a major transition. While many in the financial services industry focus on asset accumulation, because North American Life Plans works exclusively with retirees, our advisors are experts in the latter two phases. By assessing your individual situation, our advisors can provide you with a comprehensive financial plan that addresses your own unique goals and objectives.

Investment Advisory Services

For our clients who wish to invest in the stock market, we can manage those assets and provide investment advice.

LifeLock Identity Theft Protection

Identity theft can happen at anytime to anyone. In line at the store, online at home or when you're buying your morning coffee. If your identity is stolen, you can spend hundreds of hours cleaning up your credit and struggling to get back your good name. LifeLock is the leader in proactive identity theft protection, protecting more than 1 million members nationwide. LifeLock usually costs $10 a month per adult, but thanks to the purchasing power of the Tennessee Retired Teachers Association, we have negotiated a discounted price for TRTA members of only $8.99 a month for individual protection and $16.50 a month for family protection. To sign up, call us at 1-888-362-1214. (Not available to FL, KS, UT, VT or WA residents.)

Life Insurance

Many companies today offer policies tailored to the needs of seniors. These are often low to moderate face value whole life insurance policies that allow seniors the opportunity to buy affordable coverage.

Life Settlements

A life settlement is a financial transaction in which a person possessing an unneeded or unwanted life insurance policy sells the policy to a third party for more than the cash value offered by the life insurance company. The purchaser is responsible for all subsequent premium payments and becomes the new beneficiary of the policy.

Medicare Advantage / Supplement / Part D

North American Life Plans has a broad selection of Medicare options and plans for you to consider.

Reverse Mortgages

A reverse mortgage is an equity loan that allows a homeowner to access the equity in their home and receive a lump sum, a tax-free monthly income and/or a credit line. Reverse mortgages are backed up by a major financial institution or by FHA/HUD.