40% of Older Americans Only Use this for Retirement Income
Branching out from just Social Security with IncomeShield
When developing a retirement income strategy, your clients should remember to “not put all of their eggs into one basket.” However, this can be a common thing to do with retirement portfolios.
40.2% Older Americans only receive income from Social Security*
Help clients diversify their retirement portfolios with the benefits of the IncomeShield fixed index annuity series, which includes:
- Principal protection from index volatility
- Tax-deferred growth until withdrawal is made**
- Diverse crediting options
- Income that cannot be outlived
Give your clients options when helping them prepare for the financial needs they will have in retirement.
* National Institute on Retirement Security, “Examining the Nest Egg: The Sources of Retirement Income for Older Americans,” January 2020 (Page 1)
** Assumes contract is owned by an individual.