Financial Strategies for a New Job

Related Information

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To get started, consider the following options:

• Annuities
  Roll your retirement plan assets into an individual retirement annuity to help accumulate assets for retirement. Designed to provide a guaranteed stream of income for life*, certain annuities also offer death benefit protection.

• Disability Income Insurance
  Consider a policy that insures your greatest asset – your ability to earn an income.

• Investments
  Enhance your understanding of different types of investments.

• Life Insurance
  Supplement your group coverage with an individual life insurance policy that can provide ongoing protection throughout your life.

Prefer to speak to someone who can help you develop the right financial strategy to meet your needs?

• Talk to a Financial Professional

* Guarantee of an annuity income stream is based on the claims-paying ability of the issuing company.

Annuities do not provide any additional tax advantage when used to fund a qualified plan. Consider buying an annuity for the annuity's additional features, such as lifetime income payments and death benefit protection.