Supporting all your retirement strategies
Behind every retirement strategy is a protector. Including financial professionals like you, who make it possible for clients to live out their retirement dreams by guiding them to the best solutions for their goals. And we're here for you in the same way, to help make sure you have everything you need to protect what matters most to them.
Resources for holistic retirement planning
When you’re protecting a client’s future, there’s a lot of ground to cover. We recognize it’s a lot to take on, and we’re here to help. We’ve developed a framework to better understand their retirement vision, protect against risks that could impact these plans and prepare for key decisions along the way.
Explore our retirement solutions
Whether their priority is asset protection, growth, lifetime income or wealth transfer, these top solutions can meet your clients’ goals. Learn more about each:
Product name
Primary purpose
Asset protection
Income
Income and growth
Growth
Growth and protection
Growth and income
Wealth transfer
Product type
Risk profile
Low
Low
Moderate
Moderate
Moderately High
High
Low
Key feature
Protected principal with access to money
Protected lifetime income with access to money
10% benefit base rollup and competitive withdrawal rates
Diverse options for growth optimization
Buffer and floor options available to protect from major market downturns
Tax-deferred growth with flexible options for lifetime income and legacy protection
Increase a client’s legacy in less than ten minutes by answering four short medical questions
We're here for you
Everyone deserves peace of mind when it comes to safeguarding what’s most important. We’re ready to help you deliver the protection and security your clients deserve. Reach out to us anytime for questions and support, and we’ll get in touch with you as soon as possible.
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