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Social Security

Benefits Case Study


Retiring clients may need a guaranteed source of income to cover basic expenses such as food, clothing, housing and medical needs. Understanding how Social Security works can help clients maximize one source of guaranteed income, but it may not be enough.

Gain Instant Access to this hypothetical Case Study and explore using a fixed index annuity with an optional, additional cost income rider to provide an additional source of guaranteed income which can help bridge the gap to help cover a client’s basic expenses.*


* Annuities are designed to meet long-term needs for retirement income. They provide guarantees against the loss of principal and credited interest, and offer the reassurance of a death benefit for your beneficiaries.

Guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.

This offer is designed for life insurance licensed financial professionals.

Not affiliated with the U.S. Government or any governmental agency.

G13205 (05/13)

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