Senior couple playing golfAs a retiree, you want to accumulate wealth, in order to:

  1. Take care of your continual needs – for all of retirement
  2. Pass on as much as possible to your intended heirs


Through the following three strategies, you are able to accumulate wealth, while passing on as much to your intended heirs.


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.