Nick Shultz, CFP®, RICP®, ChFC®, CLTC®
Wealth Management Advisor

Omni Wealth Management

300 Unicorn Park Drive Floor 3
Woburn, MA 01801-3340
  • Office 781-224-1613

Contact Me

GE Benefits

Understanding Your GE Benefits

Your elections today will impact your financial future.  We can help you understand and optimize your GE benefits by making informed elections now to put you on track for retirement. Our team can educate and help create a strategy on:

  • Pension:

How to Get the Most Out of Your Pension in Retirement

  • Retirement Savings Plan (RSP): 

Understanding Little Known Options and Tax Mitigation Strategies
  • Personal Pension Account (PPA) & Voluntary Pension Account (VPA):

Options and Actual Value
  • Life Insurance:

Leadership Life, A-Plus Term, A-Plus Group Universal Life (GUL), Executive Life
  • Group Term Disability:

Coverage Gaps and Options
  • Stock Options & Restricted Stock Units (RSU):

Understanding the Advantages and Tax Considerations
  • Deferred Salary & Deferred IC

 
  • Voluntary Retirement Incentive Plan (VRIP), Separation Agreements & Separating Employee Retention Offer (SERO)
  

We will work with you every step of the way, during open enrollment or whether you decide to transition to a new career or begin your retirement. We are here to help educate you on your options so you can make the decisions that work for you.

We actively help hundreds of current and former GE employees and executives in Boston, Atlanta, Schenectady, Waukesha, Erie, Exton, Cincinnati, and across the country. Email or call us today for a complimentary consultation.

Northwestern Mutual and GE are separate and unrelated companies. Northwestern Mutual is not affiliated with, endorsed by, or retained by GE.

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck