As clients approach retirement, one of their biggest concerns is ensuring their savings last. You can help ease that uncertainty by pensionizing their income—transforming a portion of their assets into guaranteed, regular lifetime payments through annuities.
Annuities offer:
- Predictable income that clients can count on, month after month
- Longevity protection to help guard against outliving their savings
- Customizable options to suit individual retirement goals and timelines
Whether your clients are looking for immediate income or planning ahead, annuities can play a vital role in building a more secure retirement.
Let’s connect to explore how you can incorporate annuities into your clients’ retirement strategies.
| Attachment | Size | Type |
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| 24067E_quickreferenceonannuities_ACC.pdf | 64.73 KB | application/pdf |
