What is a PERSONAL PENSION PLAN?

The old retirement model of past generations is gone. Back then, along with the gold watch, the company could expect to only pay retirement benefits for 3-4 years.

Today's retirement period can last 25, 30, 35 years or more. The new retirement model is all about longevity. That is why the Personal Pension Plan is important in assuring that today's retirees have an income guaranteed long after the gold watch has quit working.

Let's Take it Step by Step:
  1. What type of LIFESTYLE do you want to maintain during retirement
  2. What LIFE INCOME is available to support that life style? (Pensions, Social Security, 401(k) )
  3. What amount of essential and discretionary income do you need?
  4. What financial lifeboats are available to sustain your lifestyle should the unforeseen occur?
  5. Finally … how much do you need and when do you need it?

To learn more about fixed annuities, please visit our "Annuities Webpage"
Visit our educational website to learn more: www.safemoneyplaces.com/annuity.htm

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Read Our Personal pension Plan Guide

CONSUMER'S GUIDE:
​How to Develop Your Own Tailored Personal Pension Plan

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Everyone’s financial situation is unique and there is NOT a one-size fits all retirement plan. Ask us questions and get real answers. ​