Pensions Are Disappearing. Are Your Clients Ready?
With guaranteed income sources fading, mastering withdrawal rate risk isn’t optional—it’s essential.
Get ahead with our new whitepaper, “Understanding Withdrawal Rate Risk,” created specifically for financial professionals like you.
Inside You’ll Learn:
- The 4% Rule? No longer reliable. It’s now closer to 3.8%—and sometimes as low as 1.9%.
- One Solution? Fixed Index Annuities (FIAs) deliver guaranteed income by leveraging pooled risk and mortality credits.
Plus, eligible financial professionals can gain access to:
- Withdrawal Rate Risk Calculator – Help clients visualize potential income gaps.
- Animated Client Video – Simplifies complex concepts into client-friendly language.
- One-Pager – A clear, quick-reference guide.
- Digital Pitch Kit – Includes Facebook ad, web graphics, email signature, and more.
Access the whitepaper today and discover how to turn withdrawal rate risk into an opportunity for deeper client trust—and stronger retirement outcomes.
Fill Out the Form to Download Now
Fixed Index Annuities are designed to meet long-term needs for retirement income. Early withdrawals may result in loss of principal and credited interest due to surrender charges. Withdrawals are subject to ordinary income tax and, if taken prior to 59 ½, a 10% federal tax penalty. Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
CSA250480-0626 | For financial professional use only – not for use with the general public.
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