Income Protection

When we think of our retirement years, we focus on what we will be able to do with the additional free time will we have; such as exploring new places or picking up a hobby we always had a passion for. As we look forward to that future, we might find ourselves wondering if we will have enough income to support not only our current lifestyle but also the items we have on our bucket list throughout our golden years. An annuity can be the solution. Annuities can offer an additional income stream that you can rely on to achieve the retirement you have envisioned for yourself.

Meet Jim and Claire

Jim and Claire Smith, both 56, are dedicated golfers and enjoy spending their free time on the course. While work and family events keep them busy for the most part, they try to play as much as possible. During their retirement years, they hope to travel to exquisite courses around the country to further pursue their passion of golf. Jim and Claire meet with their financial professional, John, and express this vision of their retirement. During their conversation, John explains how diversifying a part of their portfolio into a fixed-indexed annuity can offer principal protection and lifetime income which could be the solution to providing the additional resources to fulfill their lifelong dream. He further explains how it is customizable based on their retirement needs. In addition to helping them meet their current goals, it can allow them to adapt and adjust their investment length, growth potential, and protection levels as their financial objectives change over time. Jim and Claire end up purchasing the annuity based on John’s advice, and now feel confident about their future. They are excited about their golden years, looking forward to living the retirement they have always envisioned.