June is National Annuity Awareness Month.
Achieving retirement income goals
Retirement income planning can start at any time, but it’s especially important during the month of June for National Annuity Awareness Month. Clients have many different goals they want to achieve during their retirement, and they don’t want them to be caught off guard by any unforeseen expenses.
People are expecting to live longer during the retirement phase of their lives, and they want a well-rounded nest egg that will stand the test of time. Help strengthen and diversify your clients’ retirement portfolios with the addition of a fixed index annuity. There are many advantages and benefits, including growth potential, principal protection from index volatility, tax-deferral and income that cannot be outlived.
Below, we show top retirement goals for pre-retirees and provide resources on how a fixed index annuity may help achieve them.¹ |