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Worried about outliving your money? For a married couple age 65 there is a 50 percent chance that at least one spouse will live to age 94, and a 10 percent chance that one will live to age 104.1 This means that you may need to plan for your retirement savings to last 25 to 30 years — all the more reason to develop a retirement income strategy designed to last a longer lifetime.
Our team of advisors can help you design a retirement income strategy using guaranteed income* from annuities, tax free loans from life insurance, and appropriate investments that align with your risk tolerance and target goals. Through our 3-Step Retirement Roadmap Review we will conduct a thorough financial analysis alongside learning about your lifestyle objectives, then provide a retirement income plan that is tailored to you.
1 RD Marketing Group. 2013. “AG Secure Lifetime GUL with Lifestyle Income Solution.” Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice (analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements).
*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.
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.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
*Guarantees provided by life insurance and annuities are backed by the claims-paying ability of the insurer.
Strategy Financial Services, LLC may transact business only in states in which it is registered, or in which it is excluded or exempted from registration. Strategy Financial Services, LLC is currently registered in Arizona. Investment advice is offered through Strategy Financial Services, LLC, a Registered Investment Adviser. Insurance and annuity products are offered separately through Strategy Financial Insurance, LLC.
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