PROTECTING Your Retirement Income
Your Income Protection Team
At Retirement Income Center, our planning and income and management services are unparalleled in the financial services area and distinguish the firm as a leading authority that set it apart from its competition. The icing on the cake are our income protection services. This completes the triad of comprehensive retirement income services we provide to our clients.
Retirement Income Center's income protection team is lead by Robert Klein. We have engaged the services and expertise of a leader in the income protection world -- Crump Life Insurance Services. Retirement Income Center has access to a wealth of second-to-none resources from Crump.
Robert Klein, CPA, PFS, CFP®, RICP®, CLTC, MBA, MST
The income protection team at Retirement Income Center is lead by Robert Klein. Bob is a retirement income planner and is the founder and President of Retirement Income Center, a Registered Investment Advisor.
Bob offers income protection services in his capacity as an independent licensed life insurance agent. Bob is licensed as a Resident Insurance Producer in California (License #0708321) and also holds three nonresident state licenses: Colorado (#390665), Florida (#FL921060Z), and Idaho (#321765).
Bob specializes in long-term care insurance retirement income plan protection strategies. In addition to his various insurance licenses, Bob has held the Certified in Long-Term Care, or CLTC, designation since 2006.
For a complete biography about Robert Klein, please see Your Income Planning Team in the PLANNING Your Retirement Income section of this website.
Crump Life Insurance Services
Crump Life Insurance Services is Retirement Income Center's insurance agency of choice for implementing retirement income portfolio management, annuity asset management, and income protection strategies for its clients.
Crump is uniquely positioned to offer innovative retirement income planning solutions through its premier sales and back-office support services. It consists of a national network of approximatley 200,000 financial services professionals.
Crump Life Insurance Services is a prominent independent wholesale distributor of life insurance company products. It is an indirect subsidiary of BB&T Corporation. Crump is one of the companies that comprise BB&T Insurance, the sixth largest insurance broker in the United States and the seventh largest internationally.
Crump supports the distribution of products offered by approximately 100+ highly-rated insurance companies. Products offered include traditional and variable life, long-term care, disability, and annuities.