Building a Pension

The retirement landscape is constantly changing. Company pensions and similar plans that our parents enjoyed are becoming extinct, while questions about Social Security's long term viability linger. Thousands of baby boomers retire each day - increasingly fewer with pensions - while demand for products that provide guaranteed lifetime income are in demand.

What if you could have an additional guaranteed income stream, that won't run out?

Start building your pension.

First, lets take a moment to estimate your monthly living expenses such as

  • Basic living
  • Mortgage
  • Credit card debt
  • Taxes
  • Insurance
  • Health Care

Secondly, lets look at your monthly income stream (that you have now) such as

  • Salary
  • Pension
  • Social security
  • Business & real estate
  • Other

Next, your advisor can take your estimated monthly living income and expenses and build your custom pension, depending on the date when you want to start receiving your pension.

The reasons why.

Investing into this guaranteed income source can provide you with a peace of mind about your retirement, along with many other benefits such as:

  • Your fixed expenses would now be covered for life
  • Your quality of life won't have to change
  • Offset inflation
  • Opportunity for legacy planning
  • No need to pull money in a down market
  • Have a guaranteed income for life
  • Opportunity to extend care and death benefit options
  • Flexibility to transition from accumulation to income distribution

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