Secure your future by repurposing your 401(k), 403(b), TSP, or lump sum savings into dependable lifetime income. Our proven retirement solutions ensure financial stability while protecting your savings, allowing you to retire smarter, free from market risk.
At Silver Shield Life & Income Solutions LLC, we specialize in helping families from all walks of life with tax advantaged plans and income for life programs tailored for you and your family.
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Trusted Income-for-Life Programs & Tax Advantaged Plans to Protect Your Family
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Uncertain about your retirement readiness? Let us analyze your current savings and retirement timeline to identify potential gaps and opportunities. Our complimentary, no-obligation analysis will provide clear insights into your retirement income potential.
Jeremy Rowe
A Financial Planner with over 25 years of experience, specialising in pensions, retirement planning, later-life advice, wealth management, and tax planning. A member of the Chartered Insurance Institute, Resolution, and SOLLA, with a Later Life Adviser Accreditation and Dementia Friend certification. Provides tailored financial plans to help clients achieve their goals and offers a no-cost initial consultation to discuss needs and next steps.
At Silver Shield, we help everyday people make smart decisions to prepare for and enjoy a stress-free retirement. Our founder brings decades of experience helping families and retirees turn savings into income, safely and simply. We believe retirement should be stress-free. That's why we take the time to teach you, guide you, and walk beside you as you prepare for what's next.
Our capital contribution programme allows high-net-worth individuals to leverage financial instruments, ensuring their funds are actively working in structured trade finance deals.
Secured Transactions
Benefit from financial instruments that ensure risk-free investment opportunities.
Trade Finance Private Advisory
Expert guidance to help you maximise your financial potential.
Financial Instruments
Issued to ensure the safety and liquidity of your investment capital.
Retirement Paycheck Strategies
Zero Market Risk
Over 25 Years of Experience
CPA & MBA Expertise
What Our Clients Say
Alex Lewis
I have been working in sales for a few years but it was scripted, I then went to an industry where it was more of a hustle environment and with no script so I really was a fish out of water. I learnt the complex sales and methods through the ESA which I use on a daily basis. I didn't ever have ambition to start a side hustle but from watching the step by step plan I set up an e-commerce store and am looking at starting another side business. It proved I can achieve more with the right people around me.
Kieran Evans
I was new to the sales industry, the company ! work for was quite intimidating as there were people who had been there for years. I signed up to the Elite Sales Academy and developed my own script and less than 2 months later I am constantly fighting for the top spot. Above all, I am now known and respected by senior staff.
Stuart Roberts
As a sales manager, I have pushed my team onto the ESA due to its simplicity to explain scenarios and how easy it is to amend to your own industry.
George Clarke
Seriously easy to navigate, mixed and matched courses that were relevant to me. Great community and looking forward to members evenings.
Your Trusted Financial Guardians
About Us
What Our Clients Say
George Clarke
Seriously easy to navigate, mixed and matched courses that were relevant to me. Great community and looking forward to members evenings.
Stuart Roberts
As a sales manager, I have pushed my team onto the ESA due to its simplicity to explain scenarios and how easy it is to amend to your own industry.
Kieran Evans
I was new to the sales industry, the company ! work for was quite intimidating as there were people who had been there for years. I signed up to the Elite Sales Academy and developed my own script and less than 2 months later I am constantly fighting for the top spot. Above all, I
Alex Lewis
I have been working in sales for a few years but it was scripted, I then went to an industry where it was more of a hustle environment and with no script so I really was a fish out of water. I learnt the complex sales and methods through the ESA which I use on a daily basis. I didn't ever have ambition to start a side hustle but from watching the step by step plan I set up an e-commerce store and am looking at starting another side business. It proved I can achieve more with the right people around me.
Tailored financial strategies to protect your retirement savings and ensure steady, lifelong income.
Energy-Efficient Solutions
Lower your energy bills with modern, eco-friendly technology.
Tailored to Your Home
We help you find the perfect boiler for your home and budget.
Professional Installation
Installed safely by Gas Safe registered engineers.
Our Services
Turn your 401(k), 403(b), TSP, or lump sum savings into guaranteed monthly income for life. No stock market exposure, no guesswork, only financial peace of mind.
Income-for-Life Programs
Expert Financial Guidance
Work with a licensed CPA, MBA, and finance professional with 25 years of experience to build a secure retirement program.
Stable, Lifetime Income
Our tailored strategies guarantee a steady retirement paycheck, sort of like a pension, to support your lifestyle, so you will not outlive your money.
Risk-Free Growth
Enjoy safe, A-rated solutions that eliminate market risk and maximize your retirement potential. Our tax-advantaged programs allow your money to grow during market gains with 100% protection during the downsides.
Your Retirement Deserves Expert Protection
WHY CHOOSE US?
We serve as personal CFOs to families and retirees. We understand the challenges of preparing for and transitioning to retirement. Our approach combines financial expertise with personalized solutions to ensure your hard-earned savings provide lasting security and peace of mind.
Our programs serve as tools to grow value, cover expenses, provide tax-free withdrawals, and leave something meaningful behind for your loved ones.
Comprehensive Protection
Hope is not a plan. We build custom strategies that turn your savings into steady income so you can retire comfortably and confidently, without worrying about market ups and downs. We serve as personal CFOs to families and retirees, helping you navigate your way through financial uncertainty at your speed.
Retirement Planning
DISCLAIMER: Silver Shield Life and Income Solutions, LLC, including its owners, officers, directors, employees, subsidiaries, service providers, content providers, and agents (collectively referred to as "Silver Shield Life and Income Solutions, LLC"), is not a financial or investment adviser and is not licensed to sell securities or investments. None of the information provided is intended as investment, tax, accounting, or legal advice, nor should it be considered an offer or solicitation to buy or sell any financial product, security, fund, or other investment. The information provided should not be relied upon for the purpose of making financial decisions or transacting securities or other investments. Your use of the information contained herein is at your own risk. The content is provided "as is" without warranties, either expressed or implied. Silver Shield Life and Income Solutions, LLC does not promise or guarantee any income, financial outcome, or particular result from your use of the information contained herein. Under no circumstances shall Silver Shield Life and Income Solutions, LLC be liable for any loss or damage arising from reliance on the information provided. It is your responsibility to evaluate any information, opinion, or advice presented. We strongly recommend consulting with a licensed financial advisor, tax professional, or attorney before making financial, investment, or legal decisions.
Jeremy Rowe
A Financial Planner with over 25 years of experience, specialising in pensions, retirement planning, later-life advice, wealth management, and tax planning. A member of the Chartered Insurance Institute, Resolution, and SOLLA, with a Later Life Adviser Accreditation and Dementia Friend certification. Provides tailored financial plans to help clients achieve their goals and offers a no-cost initial consultation to discuss needs and next steps.
Whether you're looking for spare-time, part-time, or full-time opportunities, we offer a flexible career path with unlimited potential. Work from the beach, your beautiful home office, or anywhere your life takes you.
Work From Anywhere, On Your Terms
Join Our Team
What We Offer:
Cutting-edge CRM and AI technology at your fingertips
Comprehensive, extensive, and continuous training and mentorship
Financial freedom and work-life balance
Professional growth and development
Supportive team environment
VIDEO
VIDEO
Business Strategies
Small business owners need financial and insurance options for themselves and their employees, and they need to ensure the future safety of their businesses. We can help structure strategies for employees and owners to help ensure if or even when something happens, those who own and run the business are protected.
College Funding
No parent wants to compromise the quality of their children's education, yet tuition costs continue to rise. Whether you're preparing to send your first or even fifth child to college, we are here to share useful tactics on how to effectively support your children's future while still saving for yours.
Long-Term Care
Long-term care planning is often overlooked but can be a key component of a solid financial foundation, especially as people continue living longer. Although your need may be far into the future, the time to plan for it is now in order to help ensure expenses are covered if and when extended care is needed.
Discover little-known, high-impact financial concepts designed for long-term ownership rather than just short-term gains.
Simple Strategies You Haven’t Seen Before
Join our free 30-minute workshop for clear, actionable insights in a relaxed educational setting. No pitch, no obligation, no pressure. Just value.
Real Conversations, No Commitments
You're in control. If the ideas resonate and you want to explore how they apply to you, the next steps are optional and entirely up to you.
You Decide What Happens Next
Our Video Gallery
Retirement Ready
Everyone envisions retirement differently, but everyone wants to be financially prepared for the journey ahead.
Will Your Income Last a Lifetime?
What does it take to enjoy a secure and comfortable retirement? Discover how fixed indexed annuities (FIAs) can provide stability and predictability for your financial future.
Ready, Set, Go: FIAs Simplified
Get the essentials on fixed indexed annuities (FIAs) in just three and a half minutes.
CONSULTATION
Fill out our short form, and we'll tailor a perfect solution for your business
Connect With Us
Begin by providing us with some basic information through our user-friendly form.
01
Our team designs and builds your custom website, ensuring it aligns with your brand and objectives.
DEVELOPMENT
FREE Education Workshop
Learn who we are and what we do to help determine if this may be a good fit for you.
02
LAUNCH & SUPPORT
We launch your site and provide ongoing support to ensure it continues to perform at its best.
Customized for You
Our experts create a personalized plan focused on income security and zero market risk.
03
CONSULTATION
Fill out our short form, and we'll tailor a perfect solution for your business
Secure Implementation
We help you implement solutions through A-rated carriers for lasting peace of mind.
04
CONSULTATION
Fill out our short form, and we'll tailor a perfect solution for your business
Connect With Us
Begin by providing us with some basic information through our user-friendly form.
01
Our team designs and builds your custom website, ensuring it aligns with your brand and objectives.
DEVELOPMENT
FREE Education Workshop
Learn who we are and what we do to help determine if this may be a good fit for you.
02
LAUNCH & SUPPORT
We launch your site and provide ongoing support to ensure it continues to perform at its best.
Customized for You
Our experts create a personalized plan focused on income security and zero market risk.
03
CONSULTATION
Fill out our short form, and we'll tailor a perfect solution for your business
Secure Implementation
We help you implement solutions through A-rated carriers for lasting peace of mind.
04
Jeremy Rowe
A Financial Planner with over 25 years of experience, specialising in pensions, retirement planning, later-life advice, wealth management, and tax planning. A member of the Chartered Insurance Institute, Resolution, and SOLLA, with a Later Life Adviser Accreditation and Dementia Friend certification. Provides tailored financial plans to help clients achieve their goals and offers a no-cost initial consultation to discuss needs and next steps.
Whether you're looking for spare-time, part-time, or full-time opportunities, we offer a flexible career path with unlimited potential. Work from the beach, your beautiful home office, or anywhere your life takes you.
Work From Anywhere, On Your Terms
Join Our Team
What We Offer:
Cutting-edge CRM and AI technology at your fingertips
Comprehensive, extensive, and continuous training and mentorship
Financial freedom and work-life balance
Professional growth and development
Supportive team environment