Metro Insurance & Financial Services

10/14/2026

Last chance to rsvp!

Our final FREE Retirement Planning Workshop is happening TOMORROW!

Join us to learn strategies for protecting your savings, creating reliable retirement income, Social Security, and more!

📅 Thursday, October 15 | 6–7 PM
📍 Goldey-Beacom College | Wilmington, DE

🎟️ Seating is limited! Reserve your FREE spot today:

👉 https://yoursvp.com/PULQAL

We hope to see you there!

10/12/2026

💭 Are You Making the Most of Your Social Security Benefits?

Knowing when and how to claim Social Security can make a big difference in your retirement income!

Join us for a FREE New Generation Retirement® Workshop to learn about Social Security claiming strategies, protecting your savings, creating reliable retirement income, and more!

📅 Choose Your Date:
- Tuesday, October 13 | 11 AM – 12 PM
- Thursday, October 15 | 6 PM – 7 PM

📍 Goldey-Beacom College | Wilmington, DE

🎟️ Seating is limited! Reserve your FREE spot today:
https://yoursvp.com/PULQAL

𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘢𝘧𝘧𝘪𝘭𝘪𝘢𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘰𝘳 𝘦𝘯𝘥𝘰𝘳𝘴𝘦𝘥 𝘣𝘺 𝘵𝘩𝘦 𝘚𝘰𝘤𝘪𝘢𝘭 𝘚𝘦𝘤𝘶𝘳𝘪𝘵𝘺 𝘈𝘥𝘮𝘪𝘯𝘪𝘴𝘵𝘳𝘢𝘵𝘪𝘰𝘯 𝘰𝘳 𝘢𝘯𝘺 𝘨𝘰𝘷𝘦𝘳𝘯𝘮𝘦𝘯𝘵 𝘢𝘨𝘦𝘯𝘤𝘺.

10/11/2026

𝗟𝗔𝗦𝗧 𝗖𝗛𝗔𝗡𝗖𝗘 𝗧𝗢 𝗥𝗦𝗩𝗣!

🏡 Is Your Retirement Plan Ready for Whatever Comes Next?

Market fluctuations, rising costs, and changing economic conditions can all impact your retirement. The question is: Do you have a plan in place to help protect your financial future?

Join us for a FREE Retirement Planning Workshop where we'll discuss important strategies to help you prepare for a more confident retirement!

✅ Understand market risk and how it impacts your savings
✅ Explore ways to create reliable retirement income
✅ Learn about potential tax implications
✅ Discover strategies for Social Security and income protection

📅 Choose the date that works best for you:

🗓 Tuesday, October 13th | 11:00 AM – 12:00 PM
🗓 Thursday, October 15th | 6:00 PM – 7:00 PM

📍 Goldey-Beacom College
4701 Limestone Road, Wilmington, DE 19808

🎟️ This educational event is completely complimentary, but seating is limited!

👉 Reserve your spot today: https://yoursvp.com/PULQAL

Whether you're approaching retirement or already retired, it's never too late to review your strategy and plan for what's ahead.

10/11/2026

💰 You've Spent Years Saving for Retirement... But Will Your Money Last?

Building your retirement savings is just the first step. Knowing how to protect those savings and create income you can count on is just as important!

Join us for a FREE New Generation Retirement® Workshop to learn about retirement risks, protecting your nest egg, and strategies to help make your money last.

📅 Choose Your Date:

Tuesday, October 13 | 11 AM – 12 PM

Thursday, October 15 | 6 PM – 7 PM

📍 Goldey-Beacom College | Wilmington, DE

🎟️ Seating is limited! Reserve your FREE spot today:
https://yoursvp.com/PULQAL

10/10/2026

Did you know that only 38% of workers have an idea of how much they’ll need for monthly expenses in retirement? 📊

Knowing how much you'll need each month is an important first step, but even a well-thought-out retirement strategy can benefit from a second look!

Join us for New Generation Retirement®: Planning for Success, a FREE educational workshop designed to help you better understand retirement risks, explore income strategies, and prepare for a more confident financial future.

📅 Choose the date that works best for you!

🗓 Tuesday, October 13th | 11:00 AM – 12:00 PM

🗓 Thursday, October 15th | 6:00 PM – 7:00 PM

📍 Goldey-Beacom College
4701 Limestone Road, Wilmington, DE 19808

Whether you're approaching retirement or already enjoying it, this workshop is a great opportunity to see if your current strategy aligns with your retirement goals.

🎟️ Admission is FREE, but seating is limited!

👉 Reserve your spot today: https://yoursvp.com/PULQAL

We look forward to seeing you there!

10/09/2026

Over half of Americans worry about running out of money in retirement.

If you’re concerned about your retirement strategy, our New Generation Retirement® is a seminar you don’t want to miss. This Tuesday 11/13 at 11:00am and Thursday 11/15 at 6pm we’ll discuss analyzing your risk tolerance, understanding Social Security, choosing your retirement income and much more!

Visit https://yoursvp.com/PULQAL to register.

07/25/2026

Summer is often full of fun, but it can also bring extra expenses.

From vacations and weekend outings to family activities and home projects, seasonal spending can add up quickly. A little planning can go a long way in helping you enjoy the season while staying aligned with your financial goals.

If you’d like to review your budget or make sure your plan stays on track this summer, reach out to us today.

07/25/2026

What Could Trump Accounts Mean for Your Family?

In this episode of Metro Money Talks, Kelly breaks down Trump Accounts, how they work, and what they could mean for American families like yours.

💡 Pro Tip: American children born between January 1, 2025, and December 31, 2028, may receive a one-time $1,000 government contribution to their Trump Account (at no cost to their family). However, there is one important step parents must take to receive it.

Listen to the full episode to learn more!

https://open.spotify.com/episode/4Ccxu910qWsZV1LeLcUi44?si=s8cYn56jTRacRWLrngCl2w

Metro Money Talks · Episode

06/29/2026

Let's break a stereotype: Life Insurance is NOT just about dying.

Introducing permanent life insurance with ✨LIVING BENEFITS✨

🌳 Legacy Creation
Let your life insurance policy be the gift that keeps on giving. Create a legacy for your loved ones or even a charity!

💊 Qualifying Illness
Life insurance can become a financial superhero if you're diagnosed with a serious qualifying illness. No need to stress about bills - focus on YOU!

🏖️ Retirement Income
Yep, you read that right! Some life insurance policies can help you build a nest egg for your golden years.

🏠 Borrowing Power
Need a loan? Life insurance policies can provide loans from cash value to unlock your dream home or a business opportunity!

Share your thoughts, and tag a friend who needs to know this!

06/25/2026

If you are your children’s one and only, having life insurance is even more critical. It’s a financial safety net that can help alleviate some of the worries of the unknown.