If you worry or wonder about the possibility of outliving your money, you aren’t alone. That’s one of the first issues people raise when they come in for an initial visit.
Those concerns are understandable. For a couple aged 65, there's a 50% chance that one of them will live to age 92.1
That means you may need to plan for your retirement savings to last 25-plus years or more.
Our team of advisors can help you design a comprehensive retirement income plan using guaranteed income* from annuities, tax-free loans from life insurance and risk-appropriate investments that align with your goals. Together, we’ll craft a retirement income strategy that is tailored to you.
1 Kathleen Coxwell. New Retirement. Dec. 1, 2021. "How Much Do You Need for Retirement if You Will Live to Be 100?" https://www.newretirement.com/retirement/live-to-be-100-how-much-need-retirement/. Accessed Feb. 14, 2022.
*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations or early withdrawal fees.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
Take the First Step Today
It’s never too early — or too late — to take control of your financial future, so you can enjoy life on your terms. Get started today by scheduling a meeting or registering for an upcoming event.