JCI Financial- Fort Wayne, IN

Schedule Your Free Consultation
Jocelyn Ivancic
Phone: 1-844-744-4331

Jocelyn Ivancic, Indiana Financial Planner
JCI Financial Inc
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact

RETIREMENT EDUCATION LEARNING CENTER

Below you will find some of our Safe Money Places educational content. 
We have handouts, educational audios, financial newsletters, and useful resources. Our goal with this webpage is to educate you about retirement, personal finance, Safe Money Concepts, and the different Safe Money Options available to you.

SAFE MONEY PLACES CONSUMER GUIDES

Social Security Report
Picture
Annuity Consumer Guide
Picture
Life Insurance Consumer Guide
Picture

SAFE MONEY PLACES EDUCATIONAL HANDOUTS

The Personal Pension Plan
Picture
Safe Money Snapshots
Picture
Wealth Transfer
Picture

SAFE MONEY PLACES EDUCATIONAL WEBSITE

This site defines a "safe money place" as one where your principal is protected from loss as long as you follow the initial guidelines, and if you do decide to take your money and leave, you know pretty much what leaving early will cost. 
Which Places Are Safe?
  • Fixed Annuities
  • Life Insurance
  • Critical Illness Insurance
  • Savings Bonds
  • Banks and Credit Unions
  • Social Security

Learning Center:
  • Safe Money Concepts
  • Financial Concepts
  • Basic Money Math
  • Financial Basics Quiz
  • Frequently Asked Questions
Useful Resources:
  • Financial Dictionary
  • Financial Calculators
  • State Insurance Department Director

USEFUL TOOLS AND RESOURCES

Calculators and Tools
  • Savings Bond Calcultaor
  • Social Security Retirement Planning Tool
  • Life Insurance Needs Calculator
  • Cost of Living Calculator
  • Financial Calculators
  • Social Security Calculator
Useful Websites
  • SavingsBonds.com
  • Safe Money Places 
  • Safe Money News
  • Social Security Website
Other Resources
  • Links to State Insurance Departments
  • State Annuity and Life Insurance Guaranty Funds Directory
  • Glossary of Financial Terms
  • FDIC: Tips for Certificates of Deposits:
CONTACT INFO:
Office Address:
Jocelyn Ivancic
JCI Financial, Inc.
213 Corner Stone Parkway
Fort Wayne, IN 46825

Contact Info:
Office: 260-489-5500
Cell: 260-433-9991
Toll Free: 1-844-744-4331
Fax: 260-739-6888
Request consultation
DISCLAIMER:
JCI Financial, Inc. does not warrant anything on this website, although we hope everything is accurate. We do not provide legal or investment advice. We are not responsible for any independent decisions made from information found on this website or links provided to external websites. You need to conduct your own research and consult with JCI Financial, Inc. or your own financial professional about your personal situation before making any financial decisions.

INFORMATION CONCERNING COPYRIGHT INFRINGEMENT CLAIMS:

JCI Financial, Inc.​ provides links from its website to various third party sites which may enable you to obtain locations and information outside of our control. We neither control nor endorse such other websites, nor have we reviewed or approved any content appearing on them. We do not assume any responsibility or liability for any materials available at these websites, or for the completeness, availability, accuracy, legality or decency of these sites.
© 2016 - 2018  JCI Financial, Inc.
 
  • About
  • Retirement Planning
    • Social Security Planning
    • Personal Pension Plan
    • Wealth Transfer
  • Medicare
  • Safe Money Places
    • Fixed Annuities
    • Life Insurance
    • Long Term Care
  • Videos
  • Learning Center
  • Quote
  • Contact