Common Retirement Concern Questions

1. How can I protect my assets?

A. Safety
Problem: How can I increase my income without decreasing the safety of my investment?
Suitable Solution: We are all familiar with the old saying “Don’t put all your eggs in one basket.” Suitable diversification of assets in an Annuity could add to the safety of your portfolio.

B. Protection from Creditors
Problem: I am worried that a lawsuit, a bankruptcy caused by major medical bills or liens from creditors could take my lifetime savings and leave me hardly anything for my retirement years. Many financial accounts could be subject to such claims. How can I protect my lifetime savings for my own retirement income?