Lifetime Income and Asset Allocation
Many clients seek a comprehensive asset allocation to help them make the most of their savings and investments. With this eBook, you can foster discussion about how to enrich their lifestyle in retirement and the role that variable annuities with a guaranteed1 income component can play in their overall financial plans.
Variable annuities are long-term, tax-deferred investments designed for retirement, involve risks and may lose value. Earnings are taxable as ordinary income when distributed and may be subject to a 10% additional tax if withdrawn before age 59½.
1Guarantees are backed by the claims-paying ability of the issuing insurance company.
Annuities involve risks and may lose value.
Optional benefits are available for an additional charge.