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I'm in good shape

If it looks like you've saved enough–any experts suggest at least 10 times your pre-retirement income–the next step is to think about how you can generate income. Income annuities used within a long-term income-and-investment plan are generally ideal for creating pension-like income that lasts a lifetime.

I'm a little shy of my goal

If you haven't saved as much as you'd like, you may still be able to reach your goals by simply delaying retirement a few years. Additionally, longevity insurance* may provide a cost-effective alternative for making sure you have retirement income you can never outlive.

Talk with an Advisor

A knowledgeable financial advisor can take the fear and mystery out of retirement planning. If you are currently working with a trusted advisor, congratulations; just print this PDF to discuss with your advisor.

Not currently working with a financial advisor? Click here to find a trusted, knowledgeable advisor near you.

*The term "longevity insurance" refers to a concept, not the name of an insurance product. Some states define longevity insurance as an annuity with a payout option only with no death benefit.

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