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.


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