As a retiree, you want to accumulate wealth, in order to:
- Take care of your continual needs – for all of retirement
- Pass on as much as possible to your intended heirs
3 STRATEGIES FOR LIFETIME INCOMEPLANNING
Through the following three strategies, you are able to accumulate wealth, while passing on as much to your intended heirs.
3 STRATEGIES:
1. Annuitization
This is the process of projecting how long you will live and then justifying how much you can take out – without outliving your income.
2. Tiering
Setting aside money for income now and income later – always replacing what you spent.
3. Forever Pay
The process of receiving a guaranteed* income for your lifetime.
These strategies could greatly improve your lifestyle! Contact us today, and request your free, no obligation analysis!
*Guarantees are backed by the financial strength and claims-paying ability of the issuing company.