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Why "Income for Life" is a smart Retirement Plan!

Updated: Oct 29, 2019

Create Lifetime Retirement Income with the right investment strategy.

There are many options when is comes to retirement planning. One of the top options that should be considered is an Income for Life* plan.


The goal with an Income for Life plan is to help individuals and couples to manage their assets to last better throughout retirement, possibly with the use of annuities. A qualified financial advisor can partner with you to create a road-map for your retirement using a 4-step process:


  1. Clearly define and understand your planning needs and goals.

  2. Evaluate all sources of income, expenses, cash flow, taxes, current asset allocation, economic variable, and health/longevity risks.

  3. Analyze facts and create a written, comprehensive plan in a language that you can understand.

  4. Implement Plan: An Income for Life strategy is a living document that may be updated frequently. The impact of market fluctuations, inflation and changing healthcare costs on your plan can be seen immediately. Upon implementation of the plan, a qualified financial advisor carefully monitors it to ensure it meets expectations - and communicates the results on a regular basis through periodic reviews and quarterly performance reports.


An Income for Life strategy is designed to help you reach more of your retirement goals and objectives, and help provide greater confidence in your retirement finances.


*An Income for Life strategy is based on the use of insurance products like annuities. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer.

If you would like to learn more, then contact Premier Wealth Advisors, Inc. at (818) 888-4646 or jack@premierwealthcoach.com to schedule a Free Consultation to review your financial situation. www.premierwealthcoach.com


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