60-year-olds Want A Flexible Retirement Income Backstop (guaranteed to grow at 8.33% per year)

(don’t forget to checkout the video of this case study too)

So many retirees want to start planning for retirement but aren’t sure EXACTLY when they’ll retire.

That’s why it’s important to build flexibility in your Retirement Income Plan.

This gives you the ability to protect your portfolio from untimely losses while leveraging the income guarantees of an insurance company….

AND the long-term growth potential of the market leading into retirement.

It also gives you the freedom to delay your guaranteed income until you are ready (which will likely include Social Security and/or a pension if you have one).

Take Mike & Lisa, a 60-year-old couple for example:

⭐️Social Security Income figures⭐️

✅ $2,800/month of total Social Security Income if taken at 62

✅ $4,000/month of total Social Security Income if taken at 67

✅ $4,960/month of total Social Security Income if taken at 70

⭐️ Supplemental Income Strategy ⭐️

✅ $500,000 into an income annuity (which grows until they need the income)

✅ $3,400/month of annuity income if taken at 62

✅ $5,185/month of annuity income if taken at 67

✅ $6,800/month of annuity income if taken at 70

⭐️ Total Retirement Income That Can Be Activated Any Time ⭐️

✅ $6,200/month guaranteed for life at 62

✅ $9,185/month guaranteed for life at 67

✅ $11,760/month guaranteed for life at 70

⭐️ The Flexibility This Provides ⭐️

This provides you with a retirement income stream that can be activated at any point in time.

It also provides with an income that will be guaranteed as long as you live…

AND this income will grow at a guaranteed rate of more than 8.3% every year (not subject to ANY market volatility).

How valuable is that?!

This Safety-first, Market Independent Income Strategy can also give you the flexibility to take MUCH HIGHER income withdrawals from your money in the market in retirement as well.

This allows your guaranteed income sources, including Social Security, to continue growing at a healthy, guaranteed rate, so you can maximize those income values for the rest of your life.

This gives you the flexibility to modify your income strategy based on how the market does in your retirement!

1) If the market does REALLY well, you can pull the income from the growth of your investments…. without touching the principal.

2) If the market doesn’t do well, you can flip the switch on your guaranteed income sources allowing your investments to recover (limiting the income you are withdrawing from an asset that has lost value).

A winning strategy in either an up or down market!

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