Retirement should be a time of comfort, not concern. At JP Financial Solutions & Investment Inc., we partner with Sagicor to provide clients with flexible, goal-based retirement planning that helps you secure your lifestyle long after your working years. Whether you're planning early, mid-career, or approaching retirement age, our advisors help you map out a plan that aligns with your financial goals, health needs, and family commitments. Through Sagicor's pension plans, annuities, and long-term savings products, we work with you to ensure your retirement income is predictable and sustainable—so you can focus on enjoying life, not worrying about finances.
To begin retirement planning, we’ll request a summary of your income, savings, current retirement contributions, and expected retirement age. Additional documentation such as employment status, existing pension or annuity accounts, and family financial responsibilities may be required. Using this information, we create a custom retirement strategy supported by Sagicor’s reliable financial tools—ensuring you’re prepared for the years ahead with confidence and peace of mind.
Generally, you’ll need a valid photo ID, proof of address, and in some cases, income verification or a completed medical questionnaire. Specific requirements may vary based on the service selected.
Approval timelines depend on the type of service. Basic plans may be approved within 1-3 business days, while more complex products like insurance policies or investments may take longer due to underwriting or compliance checks.
Yes. All our services are designed to be flexible. Whether it’s life insurance, retirement savings, or estate planning, our advisors will work with you to tailor solutions that meet your unique goals and budget.
Some services may have minimum contribution requirements, while others allow you to start with what you're comfortable with. We provide affordable options for individuals, families, and businesses.
Absolutely. We understand that your needs may change. Our team will support you in reviewing and adjusting your plan or policy at any time to ensure it continues to meet your goals.
