Retirement Income Strategies

We can help you design an income plan incorporating insurance and investment vehicles to create opportunities for long-term growth as well as guarantee income throughout your retirement.

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Will I have enough?

Life expectancy in the United States continues to be one of the highest ever.¹ While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 49% of Americans surveyed said their they fear the possibility of outliving their savings in retirement, and 53% fear their Social Security retirement benefits will dry up.²

Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.

But it doesn’t have to be that way.

Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.

1 Social Security Administration. Actuarial Life Table. https://www.ssa.gov/oact/STATS/table4c6.html. Accessed Oct. 7, 2024.

 

² Brian Anderson. 401K Specialist. "This is the No. 1 Fear of Americans Facing Retirement." Accessed Aug. 17, 2022.

Guarantees and protections provided by insurance products, including annuities, are backed by the financial strength and claims-paying ability of the issuing insurance carrier.

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