Income for What's Next®

HELP CLIENTS GO FURTHER IN RETIREMENT

For clients today, retirement is all about what's next. Pursuing new challenges, rediscovering old passions, or maybe just enjoying life's simple pleasures. Whatever their retirement goals, they are looking for the advisor who can help them feel confident they have Income for What's Next®.

We offer a unique combination of experience, global perspective and consistent, disciplined approach in investing that has proven itself across market cycles. Learn more about these multi-fund strategies designed to address different needs in retirement.

STEADY-NEED STRATEGY

has a relatively conservative level of risk in seeking to support an annual withdrawal strategy to address reliable income needs.


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INFLATION-SMART STRATEGY

has a relatively moderate level of risk in seeking to support an annual withdrawal strategy to address anticipated, inflation-sensitive income needs.

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LIFESTYLE-READY STRATEGY

has a relatively higher level of risk in seeking to support potentially rising discretionary income needs.

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TAX-SMART STRATEGY

seeks to make it easy to draw down on savings to replace income that may also save on taxes.

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RETIREMENT INCOME PLANNING TOOLS

Our kits offer a comprehensive set of resources to help advisors develop a custom retirement income strategy for each client including a Social Security benefits claiming strategy.

INCOME FOR WHAT'S NEXT STARTER KIT

This kit includes a client-use brochure, fund flyers, personal assessment and retirement income worksheets, and prospecting tools.

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RE-THINK SOCIAL SECURITY STARTER KIT

This kit includes a client use brochure, frequently asked questions and answers, options for spouses, ex-spouses & widows and prospecting tools. It also includes a quick start guide for using our Social Security Optimizer tool.

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LOOKING FOR ADDITIONAL RESOURCES ON INCOME FOR WHAT'S NEXT OR SOCIAL SECURITY?

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Individual Retirement

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