Is an annuity right for you?

Guaranteed Income You Can’t Outlive

What is your current age?

(Enter your age)

Are you currently retired?

What are your retirement concerns?

(choose all that apply)

How would you describe your knowledge and confidence in personal finance?

  • 1
  • 2
  • 3
  • 4
  • 5
  • Basic
  • Some
  • Mainly manage
    my own
  • How much have you been able to save for retirement?

    • $25,000
    • $50,000
    • $75,000
    • $100,000
    • over

    Is an Annuity Right for You?

    An annuity may be an excellent option for improving your retirement plan and overall financial security.

    Annuities provide what retirees want most - guaranteed predictable income in retirement.

    Do you have more questions?

    Select a FREE guide or talk with a local, independent advisor for a free, no-obligation consultation.

    Don’t hesitate. You deserve a secure and comfortable retirement.

    A male 65 years old today, can expect to live an additional 19 years (84) and for woman age 65, the average life expectancy is an additional 21 years (86).

    That longer life span means baby boomers will need to secure income for additional years of retirement.

    Ages 50-74 are ideal for considering an annuity.

    Many folks are working longer than the generation before them. The average retirement age for men is 64 and for women at 62.

    Working in retirement is the new normal, 54% of men between 62 and 64 are working or looking for work and for woman, 45%

    Why work in retirement?

    • Better health
    • Stay active
    • Save more money
    • Delay social security

    Average length of retirement - 18 yrs

    If you are pre-retirement or currently retired, annuity options are available to meet your financial goals.

    How did you compare?

    Despite these fears, Americans aren’t taking enough action in planning for a better retirement:

    • 1 in 4 Americans have no saving for retirement (24%)
    • 1 in 4 Baby Boomers have less than $5,000 saved for retirement (25%)

    Annuities offer guaranteed lifetime income

    How did you compare?

    In planning for retirement, you want to make sure your finances are in good shape.

    Three in five U.S. adults (59%) give themselves a grade of A or B on their knowledge of personal finance

    40% of US adults say they have a budget, track their spending and saving.

    • 65% report using a savings account,
    • 30% have investments/mutual funds,
    • 29% have a 401k plan, 25% save their money in IRAs,
    • 75% agree that they could benefit from advice and answers to everyday financial questions from a professional.

    Talking with a professional can answer your questions and provide insight on how an annuity could provide additional financial security in retirement.

    How did you compare?

    When it comes to retirement savings, nearly three in ten U.S. adults (29%) still do not save any portion of their household’s annual income for retirement.

    Some annuities have minimum investment requirements.



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