Reduce My Key Risks
Remove the Risk of Out Living Your Money
We are living longer and longer. Longevity multiplies every other risk you face in retirement -- The longer you live...
The more likely it is you could run out of money
The more you WILL pay in taxes
The more you WILL pay in health care cost or experience a high cost health care crisis
The more likely it is you WILL experience market volatility or a recession
Adding the Guaranteed Income Upgrade to your retirement plan will knock this risk out and reduce your risk profile across the board.
Maximize My Assets - Upgrades
Better Than Bonds
Take Advantage of Rising Interest Rates
Interest Rates are back on the rise. When interest rates go up, bond values go down -- and its costing you in your investment portfolio...
Bonds, in this environment, lack reliability to produce you income
Aren't doing their job to protect your downside in your investment portfolio
The 60/40 Modern Portfolio needs updating to better meet your needs
Every month that goes by has you leaving easy money on the table
Adding the Better Than Bonds Upgrade to your retirement plan will replace underperforming bonds with guaranteed growth and no risk of loss.
BONUS: This upgrade also works with savings accounts and bank CDs that aren't currently earning enough interest.
Protect My Assets - Upgrades
100% Market Protection
I don't want to see $1 lost in the market
Nearly half of retirees this year expressed concerned that stock market volatility could cause serious economic hardship for them in retirement. Instead of waiting, some are taking action...
Protecting 100% of their retirement investments from a down market or a recession was easy
Choosing options that puts their assets in a position to earn when the market goes up but not risking a $1 when the market goes down
Adding the 100% Market Protection Upgrade to your retirement plan will out perform bonds 98% of the time with no risk of losing $1.
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