Forecasting your financial future can be difficult, but it doesn’t have to be.

In retirement, we all want to make sure our living expenses are covered while having enough money to enjoy life. By asking the right questions and protecting what matters most, the skies may look much clearer ahead.

Through the story of Dave and Lynn, this hypothetical case study demonstrates how protected lifetime income can be used as a tool to bridge the gap between what retirees have and what they need to help insure financial freedom in retirement.

Oveview of the case study:

  • Many Americans worry their retirement savings may not be enough to live on. How do you help your clients overcome that concern?
  • The case study overviews the financial factors that can impact retirement including longevity; inflation; volatility; & low interest rates.

Learn how you may be able to help your clients cover living expenses and enjoy a more comfortable retirement by downloading the Power of Protection eBook today.