Qualified financial professionals are trained to deal with a wide variety of personal financial topics related to retirement. They can help you set financial goals and priorities, then recommend speciﬁc steps to meet them. The earlier you begin, the more they can help.
The Financial Professional’s Role is to Help You Achieve Retirement Readiness By Helping You Determine:
How to set a retirement savings goal
How much of each paycheck to set aside for that goal
How much, and in what way, to annuitize retirement savings
How to match a retirement budget to an expected income stream
How to establish a plan for both continuing to invest and drawing down savings in retirement
The decision to seek advice from a ﬁnancial professional can be critical to your ﬁnancial future.
If you choose to work with one, carefully choose the right one for the job. Our tool can help you ﬁnd one.
Investors should consider the features of the contract and the underlying portfolios’ investment objectives, policies, management, risks, charges and expenses carefully before investing. This and other important information is contained in the prospectus, which can be obtained on the prospectus page or from your financial professional. Please read the prospectus carefully before investing.
Annuity contracts contain exclusions, limitations, reductions of beneﬁts and terms for keeping them in force. Your licensed ﬁnancial professional can provide you with complete details.
For Compliance Use Only: 1000376-00005-00