Put your thinking cap on and imagine it’s 2027, three short years from now. You look back at 2024, when you decided to shun risk, preserve account value and guarantee income and you say to yourself, “That’s a pretty impressive 36 month performance for a store of value asset with a guarantee!”
You now feel more secure and satisfied than ever before that your income in retirement is set. People have noticed that you are calmer and more self-assured. They’ve followed your lead, become clients and have sent referrals my way. The local professional community approves.
You’re now more steady and focused. You've prevailed against the turbulent and unpredictable markets. You’re happy with how things have worked out. And you’re very pleased with the certainty of steady growth you’ve experienced in your annuity or life policy.
After experiencing three years of your policy protecting your account value from loss in down years, crediting competitive interest in up years and observing how features like guaranteed lifetime income are implemented, you begin to see a clear vision of how you’ll spend your time in retirement.