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Retirement Income

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

Retirement Income Strategies

Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products. According to a recent study, for a married couple age 65 there is now a 50 percent chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.

One drawback to a longer life is the greater possibility of outliving your savings — creating all the more reason to develop a retirement income strategy designed to last a longer lifetime.

A significant loss in the years just prior to and/or just after you retire could negatively impact the level of income you receive over the course of your life. In fact, if a loss occurs earlier in life, there is also the chance that you may have more time to recover (versus a loss occurring later in retirement). Why? Simply because a smaller pool of assets is left to sustain you throughout your retirement years, and your assets may not have as much time to recover.

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for long-term growth as well as guaranteed* income throughout your retirement.

1Genworth Financial. March 2021. “Cost of Care Survey”

Strategies for Financial Independence

When you are ready, here's what to do next. There are three ways we can help you:

1. Sign up for a Federal Benefits Analysis
2. Sign up for a seminar
3. Call or email to schedule your complimentary consultation

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Ask Ann a Question

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.

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We can also refer you to professionals who provide the following services: » Trusts » Probate » Charitable Giving » Estate Planning » Tax Planning

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Get access to our helpful retirement kit which includes The Road to Retirement, Own Your Own Retirement, and the Retirement Playbook guides that address topics you should consider when planning your retirement.

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