After decades spent at demanding jobs, they’re excited to travel, relax—and never check their work emails again.

A Life of Hard Work

Pam and Larry spent decades working hard for other people, doing work they were proud of and moving up the ranks. But those promotions also came with more responsibility, and they’ve both had to sacrifice free time to the demands of their jobs. They both loved their careers, but they were ready to retire and enjoy their free time without the concerns of work hanging over them.

market background Larry and Pam market

Starting a Strategy

They put money toward retirement for years, but never thought much about their retirement strategy until a few years ago. Pam and Larry started researching what a comprehensive retirement plan should look like and learned that their plan needed to go beyond simply saving—they needed to maximize their Social Security benefits, minimize their taxes, and ensure coverage for long-term care. Most of all, they needed to create a strategy that would meet their monthly income requirements to ensure they could spend their retirement the way they wanted.

Pam and Larry spoke with a financial professional to create a true retirement strategy.

Meeting Their Needs

Pam and Larry spoke with a financial professional to create a retirement strategy that could meet their needs in retirement. After showing that, like most people, Pam and Larry’s Social Security wouldn’t be enough to cover their retirement income needs, their financial professional introduced them to several options for guaranteed income in retirement. After learning about their options and doing some additional research, Pam and Larry purchased an annuity to provide income they could never outlive. 

Read More About Annuities

vacation location Larry and Pam on vacation

Pam and Larry's Lifetime Income

Learn more about how Pam and Larry are receiving guaranteed income for life, and the other benefits that came with their annuity.

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Relaxing in Retirement

That was six years ago. Now they’ve both retired and are enjoying the dependability of that check in their mailbox every month. They’re using their new free time to relax, travel—Mexico is next on the list—and enjoy never having to check their work email again. It’s a retirement they both worked hard for, and one they’re enjoying every moment of, together.

Pam and Larry are hypothetical figures and do not represent actual clients. This example is shown for illustrative purposes only and reflects a hypothetical annuity product. 

Annuities involve optional benefits and riders for enhanced features that may come at additional cost. They are subject to surrender charges, which could result in a loss of principal and/or credited interest.  Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.

Pam and Larry are hypothetical figures and do not represent actual clients. This example is shown for illustrative purposes only and reflects a hypothetical annuity product. 

Annuities involve optional benefits and riders for enhanced features that may come at additional cost. They are subject to surrender charges, which could result in a loss of principal and/or credited interest.  Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing company.

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