Life expectancy in the United States is at an all-time high.1 While that’s great news, one drawback to a longer life is the greater possibility of outliving your savings. In fact, in one study, 43 percent of Americans surveyed said their No. 1 fear in retirement was the possibility of outliving their savings. 2
Figuring out the best way to make your savings stretch over the next 25 to 30 years can not only be confusing, it can also be overwhelming.
But it doesn’t have to be that way.
Insurance products like annuities can provide a steady and reliable income stream for the rest of your life, while investment products create opportunities for long-term growth. We can help you incorporate both in a financial strategy designed to put you on the path to the retirement lifestyle you want.
1Honor Whiteman. Medical News Today. Oct. 8, 2014. “CDC: Life Expectancy in the US Reaches Record High.” http://www.medicalnewstoday.com/articles/283625.php. Accessed March 23, 2015.
2Catey Hill. MarketWatch. July 18, 2016. “Older People Fear This More Than Death.” http://www.marketwatch.com/story/older-people-fear-this-more-than-death-2016-07-18.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at firstname.lastname@example.org or call us at 480-874-8590 today!
It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us using the form below.
Once we understand your financial situation, risk tolerance and investment objectives, we can help you decide which types of products and services fit within your financial strategy.
1 Greenwald & Associates. Society of Actuaries. January 2016. “2015 Risks and Process of Retirement Survey.”
2 The National Institute on Retirement Security. March 2015. “Retirement Security 2015: Roadmap for Policy Makers – Americans’ Views of the Retirement Crisis.” http://www.nirsonline.org/storage/nirs/documents/2015%20Opinion%20Research/final_opinion_research_2015.pdf.
Check out this instant download for the key financial challenges that can
make — or break — your income plan in retirement.
Just enter your name and email address to download instantly!
Securities and investment advisory services can only be solicited in the states where a financial professional is licensed and registered to do business in. Please inquire as to which states the financial professional is licensed and registered in before engaging in a business relationship. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Dason Global Wealth Management are not affiliated companies.
Rob Holman is a licensed insurance professional who does not offer investment advice.
The smartvestor pro program is a paid program.
Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM). AEWM and Dason Global Wealth Management are not affiliated companies. Data and calculations used to produce this report are provided by Orion Advisor Tech, the accuracy and completeness of which have not been verified by our firm, or AEWM. Results are not guaranteed.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
*Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.
The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.