Introducing the Varney 55+ Club

We're passionate about being seen as true retirement professionals in a crowded market. This program differentiates us by demonstrating our deep care for your people. It's not just about managing your retirement plan; it's about investing in the well-being of your employees as they prepare for what's next. This program adds real value and strengthens employee engagement.

This dynamic program empowers you, as the plan sponsor, to invite your pre-retiree employees into a tailored community focused on the unique challenges and opportunities they face as aging take place and retirement approaches. Members that share basic information will receive personalized, ongoing content directly to them. This includes:

• Targeted Financial Guidance: Emails, newsletters, brochures, and resources covering retirement planning essentials such as Social Security, Medicare, retirement income planning, special tax considerations and asset management.
• Holistic Life Topics: Resources and event invitations covering long-term care protection, estate planning for confidence, and everyday realities like graceful aging, snowbird adventures, caring for elderly loved ones, moving through spousal bereavement, and so much more to support a confident next chapter."

Our goal is to equip your team with the knowledge, tools, and professionals they need to thrive in this important life stage – blending financial expertise with practical advice for a well-rounded approach.