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Asset Protection

Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products.  For example, annuities, which are insurance products with guarantees*, can provide a source of supplemental income throughout your retirement.

Twenty-first century asset protection may require more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.

Diversifying your retirement assets among a variety of vehicles— both through insurance products and investments depending on what is appropriate for your situation—may help you meet your retirement income goals throughout your lifespan.

*Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. 

Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax, legal or accounting advice. You should consult a legal or tax professional on any such matters.