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.