Policy Reviews
Check your benefit amount, beneficiaries and what happens to coverage after a job change.
Explore this solutionPeople Changing Jobs or Careers
Know what changes when your benefits change.
A new role, self-employment or retirement can affect coverage and account choices.
Request a Job Change & Retirement ConsultationWhy this matters for you
“I’ll review it once I start the next job.”
Benefit end dates and continuation options may have deadlines. Check the actual plan documents early. We can help you identify questions about personal coverage and old retirement accounts before you make a decision.
What you gain from our conversation
Identify benefit deadlines and compare personal coverage and old-account choices before making a change. You do not need to arrive knowing which policy to choose.
Questions to think about
- Could a change in employment leave me without the coverage I thought I had?
- What continuation options and deadlines should I understand now?
- What choices do I have for my old 401(k), and what should I compare before moving it?
Retirement Planning & Annuities
Map retirement income sources, explore fixed indexed annuities and review old-account choices.
Explore this solutionA few things you may be wondering
Does workplace insurance always end immediately?
No. Rules and dates vary by plan. Confirm yours with the employer or administrator.
Must I move my retirement account when I leave?
Not necessarily. Available choices depend on the plan and your circumstances. Compare before moving funds.
What happens after you reach out?
The client consultation form collects your interest and contact details. Marquita follows up to arrange your conversation. It does not confirm an appointment time or purchase coverage.
Request a Job Change & Retirement Consultation