Help Clients Identify Income Gaps

Typically, retirees need 75-85% of their working income to maintain their lifestyle in retirement.* The IncomeShield fixed index annuity may help clients supplement that lifestyle by offering principal protection and generating income for single or joint lifetime payments, based—in part—on unisex payout factors.

Check out these resources for helping clients understand how to supplement their retirement lifestyle. 

Income Gap Worksheet
Client-ready income gap worksheet with examples of clients turning assets into $600+/month for life.

Custom IncomeShield Ad
Share IncomeShield benefits with potential clients looking for lifetime income options.