Broker Check

Income For Life

Costs increase.
So should your savings.

The Income for Life Model® is an investment strategy with the objective of providing inflation-adjusted income for life. The strategy allocates assets in a manner that places a heavy emphasis on guaranteed* streams of income that continue over long periods of time. This is extremely important because Americans are increasingly being forced to rely upon their own retirement savings to create the retirement income they will need. With longevity increasing and interest rates low, creating durable streams of retirement income can be challenging.

The Income for Life Model provides a sound foundation for creating that income. To better understand the Income for Life Model and exactly how it works, watch this helpful video. Important investment terms are explained, expectations are set, and you will gain knowledge to help increase your confidence and comfort level when creating your investment strategy.