Retirement Planning

Invest in your future.

Home » Retirement Planning

Retirement planning throughout Washington in Longview, Wenatchee, Spokane, Olympia and Yakima.

Retirement planning can be a complicated topic. Our professionals can help you to determine which options are the best fit for you.

Our insurance advisors take time to understand your unique needs, identify and eliminate gaps in coverage that might leave you exposed and create custom plans that fit your life. We’re in the business of helping people protect what they value and have worked so hard to build.

See Retirement Planning Options
Start Quote Request
Group Health Insurance

In general, group health insurance is the first priority for employees and is the second largest expense for employers behind payroll. We'll help you navigate the healthcare process so you can hire and retain top talent.

Group Dental Insurance

Offering your employees a comprehensive dental plan adds an attractive element to your benefits package. We'll work with you to design coverage that gives your employees dental care at a reasonable cost.

Group Vision Insurance

Good eye care can help diagnose more serious health problems. We'll help you find a vision plan that works for you and your team.


A well-designed and well-managed 401(k) plan is a great way to attract and retain quality employees. We'll help design a 401(k) plan that gives your business a competitive edge.

Disability Insurance

Disability insurance protects your employees from a temporary loss of income and is a fundamental part of a quality employee benefits package. We'll implement a plan structured just for you.

Flexible Spending Account

Healthcare can get expensive. We can enhance your employee benefits package with a Flexible Spending Account that helps your employees save money on everyday healthcare expenses.

Employee Assistance Plan

An employee's emotional well-being can affect work performance, impacting the company's bottom line. We'll help you design a program that supports a happy, healthy and productive workforce.

Life and Accidental Death and Dismemberment Insurance

Some employees may want coverage that goes beyond life insurance or workers' compensation. They want to be covered in the event of an accident, on or off the job. We can provide that added financial protection.

Long-Term Care Insurance

Long-term care insurance may be your best option if you develop a chronic illness or become disabled and can no longer care for yourself for an extended period of time. We’ll help prepare you for the unexpected.

Indexed Universal Life Insurance

You can’t put a dollar amount on your family, but you can ensure their future is protected. We can’t predict when the unexpected will happen, but we can help you prepare for it when it does.

Fixed Indexed Annuities

Annuities can be a valuable investment, but there are risks to consider. Our professionals will help you decipher the different types of annuities so you can decide whether this type of investment is right for you.

Medicare Supplements and Advantage

Medicare supplement insurance can be a complicated topic. Our professionals can help you to determine which plan is the best fit for you.

Individual Retirement Arrangement

IRAs are a powerful resource in helping you work towards your retirement savings goals. Our professionals will show you how an IRA can help you work towards your retirement goals and which IRA type may best help you save on your taxes.

PERA offers comprehensive employee benefits solutions throughout Washington in Longview, Wenatchee, Spokane, Olympia and Yakima.

Retirement Planning Quote Request

As an independent agency, we offer multiple options at competitive prices.

  • Coverage will not be bound or changed until confirmed by a licensed agent.
  • This field is for validation purposes and should be left unchanged.