About Summit Life Group

Summit Life Group is an innovative platform that bridges the gap between consumers and licensed professionals in the insurance and retirement industry. With a strong focus on the education sector, SLG boasts a large team of highly qualified and experienced advisors who specialize in navigating the complexities of K-12 and university retirement programs.

Navigating the Complexities of Educator Retirement Plans

The retirement landscape for educators is far from simple. State pensions vary, and additional retirement options differ from one school system to another. Social Security participation also fluctuates by state and even by district. Furthermore, there is a significant difference between private and public education in terms of how it impacts retirement planning. Many teachers and school employees have worked in multiple systems, adding another layer of complexity to their retirement outlook.

Custom-Tailored Solutions for Educators

At Summit Life Group, our advisors are dedicated to creating clarity around retirement planning for educators. We offer custom-tailored solutions that take into account your unique circumstances, ensuring that you have a comprehensive plan in place for your golden years.

A Passion for Serving Those Who Serve Our Youth

Our company founders, Rich and David, both have deep roots in education, having been raised by educators. David's wife is currently a university professor, giving them first-hand knowledge of the challenges faced by those in the education sector. Many of our advisors who serve this market share similar connections and a passion for helping those who dedicate their lives to serving our youth.

Designing Your Amazing Retirement Lifestyle

We believe that every educator and school employee deserves the opportunity to design an amazing retirement lifestyle. Our goal is to provide you with the information, guidance, and support you need to make informed decisions about your financial future.

Stay Informed with Our Newsletter

We hope that you find value in our newsletter, which is designed to keep you up-to-date on the latest trends, strategies, and opportunities in the world of educator retirement planning. Remember, we are always here to help.

Save. Protect. Plan.