GROW YOUR INCOME AND PROTECT IT AT THE SAME TIME

If you’re like many Americans then you’re probably concerned that you’ll either run out of money during retirement or not have enough money to maintain the lifestyle you’re used to.

Monthly income planning is a very important step when designing your retirement lifestyle. Don’t put off analyzing your financial options.

There is a way to fill the income gap in your retirement funds. Annuities can grow your initial assets while also offering protected monthly income for the rest of your life.  

WILL YOUR MONTHLY INCOME PLAN GET YOU THE MONEY YOU NEED?

The goal is to retire comfortably, right? Annuities can provide guaranteed income every month and they have growth potential too.

Take our quick quiz to find out if an annuity may be right for your retirement income goals.

FIND OUT IF AN ANNUITY IS RIGHT FOR YOU

Have you planned out how much income you’ll need every month to cover your essential expenses?

Yes
No

Correct!

Wrong!

Are you 15-20 years away from retiring?

Yes
No

Correct!

Wrong!

Is your retirement income protected from market volatility?

Yes
No

Correct!

Wrong!

Is it important for you to protect your monthly income while also maintaining the potential to grow your retirement assets?

Yes
No

Correct!

Wrong!

Do you have a pension that will provide monthly retirement income?

Yes
No

Correct!

Wrong!

Do you think you’ll receive enough income from your retirement savings, Social Security, and/or a pension (if you have one) to last your lifetime?

Yes
No

Correct!

Wrong!

Would you want your beneficiary to keep receiving income even after you pass away?

Yes
No

Correct!

Wrong!

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Is An Annuity Right For Me?

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Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through Cooper Financial Group. Link Financial Advisory and the Securities America companies are separate entities. Annuities are long-term investments designed for retirement purposes. Withdrawals of taxable amounts are subject to income tax and, if taken prior to age 59½, a 10% federal tax penalty may apply. Early withdrawals may be subject to withdrawal charges. Optional riders have limitations and are available for an additional cost through the purchase of a variable annuity contract. Guarantees are based on the claims paying ability of the issuing company.