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Retirement Income Strategies

Retirement income strategies are not just for the wealthy. As retirement nears, the traditional strategy has been to move growth-seeking products to more conservative, fixed-income products.  According to a recent study, for a married couple age 65 there is now a 50 percent chance that at least one spouse will live to age 94.1 This means that you may need to plan for your retirement savings to potentially last 25 to 30 years.

One drawback to a longer life is the greater possibility of outliving your savings — creating all the more reason to develop a retirement income strategy designed to last a longer lifetime. Sixty-one percent of Americans surveyed said they were more afraid of outliving their assets than they were of dying.2

A significant loss in the years just prior to and/or just after you retire could negatively impact the level of income you receive over the course of your life.  In fact, if a loss occurs earlier in life, there is also the chance that you may have more time to recover (versus a loss occurring later in retirement).  Why?  Simply because a smaller pool of assets is left to sustain you throughout your retirement years and your assets may not have as much time to recover.

We can help you design a guaranteed* retirement income strategy that incorporates insurance and annuity vehicles to create opportunities for long-term growth as well as guarantee* income throughout your retirement.

1RD Marketing Group. 2013. “AG Secure Lifetime GUL with Lifestyle Income Solution.”. Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice (analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements).

2 Insured Retirement Institute. December 2012. "State of the Insured Retirement Industry: 2012 Recap and a 2013 Outlook."

*Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured. Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a tax or legal professional on any such matters.

We invite you to come into our office

To schedule a time to discuss your retirement future, contact us at info@prioritywealthadvisors.com or call us at 818-428-1238.

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Complimentary Guide
"10 Things to Know About Retirement Income”
Discover the 10 things you’ll need to consider in creating your retirement strategy.
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Investment advisory services are offered by Priority Wealth Advisors, Inc. a registered investment adviser. Insurance and annuity products are offered through Priority Financial and Insurance Solutions. Insurance and annuity products do not refer in any way to securities or investment advisory products and are not offered by Priority Wealth Advisors, Inc.

Priority Financial and Insurance Solutions – CA License #0H38616. www.priorityfinancialnow.com

*Guarantees provided by insurance products are backed by the claims paying ability of the issuing carrier.

The 10 Things to Know About Planning Your Retirement Income Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.