Hybrid Pension Annuity | Guaranteed Retirement Income Options

Think Beyond the 4% Rule. Discover a Different Approach to Guaranteed Retirement Income.

Retirement planning is about more than building savings. It is also about creating an income strategy you can rely on throughout retirement. A Fixed Indexed Annuity (FIA) with an optional guaranteed lifetime income rider may help turn a portion of your savings into predictable lifetime income.

Explore Your Retirement Income Options

Schedule a complimentary, no-obligation conversation to explore strategies for creating predictable lifetime retirement income.

Pre-retirees planning a lifetime retirement income strategy

How Can This Strategy Benefit Your Retirement?

Guaranteed Lifetime Income

Create a predictable stream of retirement income designed to last for the rest of your life, regardless of how long you live.

Protection from Market Downturns

Help protect your retirement savings from direct stock market losses while maintaining the opportunity to earn interest linked to market index performance.

Greater Confidence in Retirement

Enjoy the freedom to plan your retirement lifestyle knowing a portion of your income can be guaranteed, helping reduce dependence on market performance.

The Potential for Higher Retirement Income

Think beyond the traditional 4% withdrawal rule. Certain Fixed Indexed Annuities with lifetime income riders may provide annual income payout rates of 8% or more, depending on your age and when income begins.

Let’s Explore What Your Retirement Savings Could Provide.

Schedule a complimentary, no-obligation Zoom conversation to discuss your retirement timeline, income goals, and whether a guaranteed lifetime income strategy may be appropriate for you.

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Fixed Indexed Annuities are insurance products, not direct stock market investments. Guarantees, income benefits, withdrawal rates, charges, and restrictions vary by contract and rider and are subject to the issuing insurer’s claims-paying ability. An income payout rate is not an investment return.