Retiring with Confidence

Helping Clients Create Guaranteed Income for Life

Through your relationship with your clients, you have a good idea of what their retirement needs look like. This is your opportunity to calm their fears with a plan that takes their full financial picture into account. As part of a comprehensive financial plan, an annuity can help clients pursue financial freedom in retirement.

74% of retirees who had a formal retirement income plan said their retirement lifestyles live up to what they pictured, compared to 52% without a plan*


Find out why eMoney is the right solution for you to guide clients on their journey to retirement. Request a demo today to get started.

Help Clients Retire with Confidence

Why Annuity Planning?


Guaranteed income:
Provide clients with a reliable, consistent stream of income in retirement.

Tax-deferred growth:
Clients invest tax free, and then withdraw money at a lower tax bracket in retirement.

Legacy protection:
Help clients create a living legacy by preserving funds for future generations

 Additional Resources


Use the resources below to learn more about annuity planning in eMoney.

CONTACT INFORMATION

If you have any questions about eMoney's solution and services, please call
1-888-362-4612 or or visit us at www.emoneyadvisor.com
© 2021 eMoney Advisor LLC    Privacy Policy | Security