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 calls for 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 offer you the best chance of meeting 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 or legal advice. You should consult a legal or tax professional on any such matters.
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Stephen M. McNamara is a registered representative of and offers securities and advisory services through Lincoln Financial Securities Corporation, Member SIPC. Lincoln Financial Securities Corporation is a member of the Lincoln Financial Group which is the marketing name for Lincoln National Corporation and its affiliates. Please do not request securities transactions via email as they can not be accepted in that manner.
The retirement kit is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance and investment products in the future.
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