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Senior Facts

“3.7 million -- Number of U.S. residents 65 and over in 2004 who were foreign-born.”

Census Bureau for Older American Month
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 so that you can Reduce YOUR Work Dependency . 

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. 
 

Supplement Your 401K

A new twist in retirement planning is taking hold: financial services companies are offering immediate annuities and longevity insurance—a tax-deferred annuity —as an option in 401(k) plans.
 

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. 

U.S. Longevity Facts
Get the facts on population 65 years of age and over, total resident population of the United States, and the average annual growth rate of the baby boomer population.

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

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