Accumulation Without Guaranteed Income Could Be a Big Risk

For much of a client’s working life, retirement preparation can feel like they are on the offensive, trying to gain as much ground as possible through accumulation strategies. So when they’re ready to retire and start living off their retirement funds, withdrawing the income they need can feel risky: Is it possible they’ll outlive their retirement funds? 

If this fear is holding your clients back from retirement, try offering them guaranteed lifetime income with IncomeShield™ fixed index annuity. 

Adding IncomeShield to your clients’ portfolio can guarantee monthly income payments that they cannot outlive – whether they live 3 years, 13 years or 30 years in retirement. Perhaps that’s why it was the top selling FIA with a lifetime income benefit rider in Q4 of 2023*.  

Want to learn more about how IncomeShield can help clients meet accumulation objectives while ensuring lifelong income? We put together our most popular income tools and resources for accumulation agents like you.  

Learn the A.R.T. of Building and Shielding with Annuities