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Income for Life White Paper

 
 

Download this paper to find out which of the following is the "best" tool when providing income for life to clients

Whether a 60/40 asset mix (balanced portfolio/modern portfolio theory)
Fixed Indexed Annuities with income riders
Variable Annuities with income riders
Mutual Funds
S&P 500 Index
Tactically Manages Strategies

There are a lot of lines on this chart.

It's a summary chart that shows some of the options that will be
covered in the income for life white paper.

The multi-colored line is a $60,000 annual withdrawal from each account. The other lines are some of the tools clients can use to create income for life.

The numbers include the $60,000 withdrawal and you can see on the right of the chart the account balance each has at the end of 2013 (started withdrawals from a $1 million dollar account in 1999 and these are real world numbers).

The white paper will break down the numbers and use simpler charts. This is a paper EVERY financial planner and insurance agent will want to read!

Fill in the following to get a copy of this unique white paper

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