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 continues to be around all-time high levels.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, according to the latest data from the Natixis Global Retirement Index, 36% of Americans now believe that they will never have enough money to be able to retire, and about 41% said their ability to be financially secure in retirement is “going to take a miracle.”²
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 Cara Murez and Robin Foster. HealthDay Reporters. U.S. News & World Report. April 8, 2022. “U.S. Life Expectancy Drops for 2nd Year in a Row.” Accessed July 13, 2022.
² Jessica Dickler. CNBC. Sept. 14, 2021. “41% of Americans say it’s ‘going to take a miracle’ to be ready for retirement, report finds.” Accessed July 13, 2022.
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