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Senior Facts

“147 percent -- Projected percentage increase in the 65-and- over population between 2000 and 2050. By comparison, the population as a whole would have increased by only 49 percent over the same period. ”

Census Bureau for Older American Month

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  • Realistic projections of how much money you’ll need for retirement
  • Compare longevity annuity with traditional retirement plans
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Why you need a Longevity Annuity: PDF Print E-mail
A Longevity Annuity is a form of longevity insurance, sometimes referred to as a "deferred payout" annuity. It is a new spin on deferred fixed annuities, which are typically tax-deferred vehicles set up to provide a guaranteed income stream starting at a predetermined point in the future.

 

 

 

An Introduction to Longevity Annuities

Longevity Annuities enable clients to use a small portion of current savings to buy guaranteed income for their later years of retirement, providing financial security for when they need it most. View the following Longevity Annuity Scenario.


US Life Expectancy
Life expectancy has dropped in some counties in the United States while others have continued to see a rise in life spans. The population of baby boomers is increasing at a faster rate than the total population. 
 

How Longevity Annuities can supplement your 401K

New to retirement planning or to the longevity topic? Watch the following to get an introduction to longevity annuities in this Kiplinger's Kip Tip Video or other longevity research videos. 
 

Pension Plan Trends and Retirement
View pension plan trends for early retirement, incentives within the Social Security program and to the elimination of mandatory retirement.

Taxes and Retirement  
Find out more about the way you save for retirement, retirement calculators, financial calculators , and the importance of tax benefits of putting the money away and the tax rules that will apply. 

FAQs  
Get answers to some frequently asked questions about retirement planning and longevity annuities. 

Get A Free Quote  
Request more information on longevity annuities that keeps you on track for a successful retirement.