More than 80% of Near-Retirees Share the Same Top Concern

While every person approaching retirement will have unique personal goals for their golden years, a recent study conducted by Insured Retirement Institute (in partnership with American Equity) revealed that many near-retirees (and active retirees) share the same top concern: Paying for health care in retirement.*

An IncomeShield fixed index annuity, with Lifetime Income Benefit Rider and Wellbeing Benefit can help provide your clients with an option. Thanks to the Lifetime Income Benefit Rider, contract owners can rely on a steady stream of income throughout retirement, to help address everyday expenses (including health care costs). And should your clients ever experience a health event that requires extra support with Activities of Daily Living, the Wellbeing Benefit provides up to 200% payment increases (as long as qualification criteria are met). 

This hypothetical case study shows how an IncomeShield fixed index annuity with Lifetime Income Benefit Rider and Wellbeing Benefit helps Jodi feel confident and prepared for unknown health care needs as she approaches retirement. Share it with your clients as you discuss how IncomeShield might fit into their retirement plans.