Retirement Income Planning

We provide a holistic approach to prepare for retirement, with customized strategies to fulfill our client's goals and needs.

What could more guaranteed income mean to your retirement? Would you outlive you money?  Many retirees take the Required Minimum Distributions (RMDs) from their qualified assets for income in retirement. But if your goal is to generate a more predictable stream of income, for life, we can strategize additional opportunities with less risk.

Preparing for retirement is easier with the help of the guaranteed1 lifetime income annuity products. You can select an immediate annuity that pays income right away, or a tax deferred fixed annuity that allows you to set aside money until you need it2. Either way, you will be assured a steady, dependable source of income for life.

1 Guarantees are backed by the claims-paying ability of the issuer.

2 Early withdrawals may incur charges. In addition to paying income taxes that may be due, distributions from annuities before age 59 1/2 may also be subject to a 10% federal tax penalty.