Retiring with Confidence

Helping Clients Create Guaranteed Income for Life

Through your relationship with your clients, you have a good idea of what their retirement needs look like. This is your opportunity to calm their fears with a plan that takes their full financial picture into account. As part of a comprehensive financial plan, an annuity can help clients pursue financial freedom in retirement.

74% of retirees who had a formal retirement income plan said their retirement lifestyles live up to what they pictured, compared to 52% without a plan*


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 Why Annuity Planning?

  • Guaranteed income: Provide clients with a reliable, consistent stream of income in retirement.
  • Tax-deferred growth: Clients invest tax free, and then withdraw money at a lower tax bracket in retirement.
  • Legacy protection: Help clients create a living legacy by preserving funds for future generations

 Additional Resources