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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.

Will I have enough?

Life expectancy in the United States is at an all-time high.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, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings.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 Honor Whiteman. Medical News Today. Oct. 8, 2014. “CDC: Life Expectancy in the US Reaches Record High.” Accessed March 23, 2015.

2 Catey Hill. MarketWatch. July 18, 2016. “Older People Fear This More Than Death.”

retirement-kit
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Are you ready for retirement?

There's much more to retirement planning than just having a portfolio. Without proper planning in several areas such as income, taxes, health care, and estate planning, your retirement could be at risk. Request our complimentary Retirement Assessment Kit today.
  • Determining if you will have enough income in retirement
  • Strategies for generating lifetime income
  • How to protect your nest egg
  • How to choose the right financial advisor
  • 10 Things every retiree needs to know
  • Important retirement tax strategies
  • ...and much more

Does your Portfolio have Too much risk?
Or Not Enough?

Knowing your risk score can help you make appropriate investment choices. Find out your risk score with our RiskAlyze tool!