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.
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