Secure Your
Financial Future
Plan for Guaranteed Lifetime Income Today
Referred by a trusted friend, you are invited to discover why retirees with Guaranteed Lifetime Income GLI report higher satisfaction with their retirement finances. Join us to explore how GLI can enhance your financial security.
The Key Challenge in Retirement Planning?
Turning Savings into a Lifetime Income.
Learn how to transform your retirement savings into a reliable “Retirement Paycheck” that may need to last 20, 30, or even 50 years or more in retirement.
If you have an employer pension and social security that will cover most of your income needs; congratulations, you have won the “retirement lottery”! For everyone else there is a simple way to have your own “personal pension “and achieve a greater amount of insured income. We can help.
About the Program
The Program begins with a meeting via Zoom covering some of the fundamentals about Guaranteed Lifetime Income GLI
- How is the income amount determined?
- How is the income guaranteed?
- How could GLI specifically improve your retirement income security?
At this first meeting we will gather the information needed to illustrate the income you will need in retirement. After this first meeting, we will create an illustration for you showing the targeted GLI and how much of your retirement assets would be allocated to achieve your income goal.
You’ll also be provided with the latest academic study on the financial and psychological benefits of owning an adequate amount of GLI, and how guaranteed income is the best strategy for retirement overall.
First Session
- Introduction to GLI basics.
- Discussion on determining your retirement income needs and associated costs.
Second Session
- We will first answer your questions.
- Then we’ll go over your illustration and make any changes – typically alternative monthly income amounts you would like to see illustrated.
We can help you answer the “big” questions:
- Will my savings provide the income I need, want regardless of longevity?
Create a comprehensive plan to forecast income from your current assets savings determine the stability and longevity of the income target you have in mind
- When should I retire?
Help you with determining a time frame for retirement and claiming social security Illustrate different income scenarios at different retirement ages.
We can help figure out these questions with our planning and analysis tools.
The experience to help you make the right decisions.
Establishing an income plan for retirement is typically the most significant part of retirement planning. We take this process very seriously. After decades of working side by side with clients forecasting, implementing, and monitoring their plans, we know the importance of getting it right.
This structured approach ensures you have all the information and support needed to secure your financial future.
Our Team
With over 25 years of experience, Secure Retirement Financial and Insurance Services has been dedicated to helping individuals maximize their financial resources to achieve their ideal retirement. Our team of three seasoned advisors—Richard Morey, Jeff Warren, and Amber Jenkins—brings over 65 years of combined expertise in income planning.
“ An annuity and an investment are really two different things. You don’t buy an annuity just to make money. You buy it to make sure when you’re 97 years old you have an income.”
– Professor Olivia S. Mitchell
Wharton School of Business
Don't Miss Out!
Interest rates are a significant factor in setting income payout amounts. Currently we are in a favorable rate environment. Interest rates are subject to change. With that in mind we encourage anyone interested to act now.
Questions about an income annuity? Click here to learn more