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Maximize Retirement Lifestyle Income with Less Capital

Do bond strategies give your clients the financial confidence they need?

3 considerations when evaluating annuities and bonds for retirement income

Download Maximize Retirement Lifestyle Income with Less Capital, an exclusive white paper for financial professionals.

Be ready to:

  • Evaluate bond strategies and annuities with guaranteed lifetime withdrawal benefits (GLWBs).* While bonds offer the benefit of immediate liquidity, they can be more susceptible to volatility, inflation and sequence-of-return risk.
  • Understand how annuities with GLWB generated income may help pay for essential expenses with up to 40% less upfront cost.
  • Help clients gain much-needed confidence in their retirement spending. 

Fields marked with * are required.

For financial professional use only. Not to be used with the offer or sale of annuities.

* Withdrawals that exceed the annual withdrawal limit may have a negative impact on the benefits of a GLWB rider. Any portion of the annual withdrawal limit not withdrawn during a contract year may not be carried over to the next contract year. The cap and/or participation rates associated with fixed indexed annuities may significantly limit the opportunity for step-ups under a GLWB rider. Income taxes may apply to gains within annuity distributions. Athene reserves the right to increase the charges associated with a lifetime benefit, subject to a defined maximum rider charge that is stated at the time of purchase. Read the contract carefully to determine what changes the insurance company may make to these features.

The information presented concerning other financial products is not intended to be a comprehensive evaluation or comparison of different products. It is intended to provide comparative information on specific aspects of financial products. Customers should examine all aspects of financial products.

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