Living the dream is a state of mind. Backed by a good retirement plan.
Getting into retirement mode.
With smart planning, you should be able to increase your chances of maintaining the lifestyle you desire. So let’s talk about the best ways to adapt and maximize your future cash flow.
Ensure Continuing Income
Social Security may not be as generous when you retire. But annuities can guarantee you’ll have income for life.
Access Your Income
If you have money in a 401(k) or IRA, it’s likely time to start withdrawing those funds. We can help you map out a smart strategy
Locate Any Savings Bonds
A fact: matured government savings bonds no longer earn interest. Know when yours come due so you can cash them in, and put them to work.
Tackle Your Taxes
Now that you’ve reached retirement age, let’s balance your tax obligations with how much you’ll withdraw—so you pay only what you should.
Some things in life offer instant gratification.
Now that retirement has arrived, different challenges have too. Whether you need income immediately, or further down the road, we have the tools to help make this next phase successful.
Lifetime Income Annuities
Turn a lump sum of money into a pension-like stream of dependable income for the rest of your life. Guaranteed.*
Protect your assets with a single premium universal life policy that provides a way to help address the costs of long-term care.
Are you prepared to retire? Try our Financial Preparedness Index calculator.
Talk it through with an expert.
We're here to help.