Because the market does not provide security, you may want your financial strategies to include some guaranteed* income products. For example, annuities, which are insurance products with guarantees,* can provide a source of supplemental income throughout your retirement.
Twenty-first century asset protection calls for more than just strategic asset allocation. Including products like annuities in your retirement income strategy can help protect* your money from declines due to market losses.
Diversifying your retirement assets among a variety of vehicles — both through insurance products and investments, depending on what is appropriate for your situation — may offer you the best chance of meeting your retirement income goals throughout your lifespan.
* Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Your investment advisor is not permitted to offer, and no statement contained herein shall constitute, tax or legal advice. You should consult a legal or tax professional on any such matters.
To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at alan@kuzmafinancialservices.com or call us at 402.438.4200 today!
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Kuzma Financial Services is a branch office of Capital Markets, IQ, LLC, a SEC-registered investment advisor. The branch office is supervised by CMIQ compliance personnel and is not an independent division with separate supervisory and oversight structures.