Enhancing retirement income white paper

Increase your chances of success with retirement income planning

Retirement income plans can go off track because of longevity risk, market volatility and large, unplanned expenses. By allocating up to 40% of your client’s investment strategy to a variable annuity with an income rider, you can help them:

  • Increase the probability of achieving their income goal
  • Feel more comfortable with a higher equity allocation
  • Leave a greater legacy for their loved ones

Articles, white papers, and resources

Help clients improve retirement readiness with financial lessons from our 65-year-olds in our latest survey.

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Dedicated advisory consultants to help you incorporate protection solutions

Our advisory consultants will work with you to help you understand our financial solutions and how you can integrate them as a strategic asset within a holistic financial plan