1. Grow your business webinar – illustrate the power of annuities in retirement planning
May 2017

2. Retirement Income Key components of retirement income sources
Social Security
Pensions
Annuities
Withdrawals from savings
Key risks associated with retirement income
What if market goes down
What if I live longer
What if inflation is higher
What if health care expense is higher

3. Case Study 1 - Meet the Brady's
Mike and Amanda: married
Current ages: /54
Target retirement age: 65/63
Salary: $150,000/ $75,000
Social Security: /65
Monthly expenses in retirement : $8,000
Invested assets: $ 1.5mm qualified
$ 100,000 non qualified

4. DEMO – Case Study 1

5. In-force Annuity

6. Case Study 2 - Meet John Adams
John: single
Current age:
Target retirement age: 65
Salary: $100,000
Social Security:
Monthly expenses in retirement : $4,500
Invested assets: $ 400k qualified
$ 170,000 non qualified

7. DEMO – Case Study 2

8. Multiple Annuity Scenarios

9. Multiple Annuity Scenarios

10. Multiple Annuity Scenarios

11. Take Aways Show the power of in force annuities
Enable your clients to see the potential impact of numerous annuity solutions
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