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Insert Your Company Name Here 18536

Insert Logo Here. Insert Your Company Name Here 18536. The program is designed to help you identify potential problems surrounding your retirement.

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Insert Your Company Name Here 18536

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  1. Insert Logo Here Insert Your Company Name Here 18536

  2. The program is designed to help you identify potential problems surrounding your retirement. Whether you are making long range plans, close to retirement, or are already retired, this program can help create a clearer picture of your financial future. Introduction

  3. Good News Today, many people are living longer than ever before. That means that some folks may live 20, 30 or even 40 years in retirement. .

  4. Bad News Unfortunately, many folks have no idea what it takes to survive financially throughout retirement. Their main concern is… “will we outlive our money?”

  5. Good News Your financial professional can help give you a clearer picture of what your retirement years may look like!

  6. Lump Sum Illusion The Lump Sum Illusion occurs when a person feels comfortable with a large sum in their retirement portfolio, but hasn’t analyzed how long it will last. How much money you may accumulate at retirementis an important piece of the puzzle but by itself it doesn’t mean as much as you think.

  7. Example • Dan & Sheryl are 53 & 47. • Dan earns $60,000 per year and Sheryl earns $48,000. • Both would like to retire 10 years from now in 2021. • Total liquid assets for retirement = $508,351. • Monthly budget equals $7,000. This is a hypothetical example. The characters in this example are fictional only. Your actual experience will vary.

  8. Outcome A financial short-fall may be just around the corner! Based on their spending habits and their sources of income such as Retirement Accounts, Social Security and Pensions and using reasonable projections in a detailed analysis……. They could run out of money 14 years into retirement! This is a hypothetical example. The characters in this example are fictional only. Your actual experience will vary.

  9. What Does Your Financial Future Look Like?

  10. Where will you run out of money? Where is your Red Line?

  11. Can I continue my present standard of living into my retirement years? When can I retire safely without running out of money? How could my situation change during turbulent economic times? How would it affect my family if I die prematurely? How would it affect my family if I enter a nursing facility? What are the possible solutions if my situation changes? We Can Help Answer the Following Questions

  12. 3 Simple Steps • We will discuss and decide on conservative estimates specific to your own situation. • We will gather data to provide you with a personalized • analysis. • We will be there to help guide you anytime questions • or concerns may arise now and into the future.

  13. Where are Your Assets? This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

  14. Will You Have Enough? This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

  15. Make Sure You Do…… We can help You alleviate YourRed Line This is a hypothetical example. The characters and numbers in this example are fictional only. Your actual experience will vary.

  16. Conclusion We offer this Valuable Analysis to you Free of Charge. The Retirement Analyzer gives you an idea of what your financial future may look like. The personalized report can show areas of concern and I can make suggestions which may help you attain your goals of a more secure financial future. It is important to understand that actual results may vary greatly from the projections in the tool if estimates such as rates of return are inaccurate.

  17. We Will Be With You Shortly!Any recommendations to buy or sell securities products need to be made by a properly licensed representative. Insurance Products may be sold as a result of this analysis.

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