INDIVIDUALS

Retirement Strategy with You in mind.
We Care.

You’re one-of-a-kind. Your retirement income plan
should be, too.

You’ve worked hard for years and saved for this special time in your life. Your income plan should be customized
to meet your unique goals and dreams. A single product or portfolio is not the solution. You need a strategy that
is flexible enough to meet your changing needs along the way and allows you to choose the products
that fit you best.

Find out how IncomeConductor® can help you and your
financial professional create a customized plan that aligns with your
goals, and gives you confidence throughout the next phase
of your life.

IncomeConductor® gives you an individualized
income plan that:

  • Aligns market risk with your income goals
  • Can incorporate a variety of product types
  • Allows for legacy and/or longevity risk planning
  • Supports modifications to your plan along the way, including reducing
    unnecessary market risk
  • Provides easy to understand reporting on your plan’s performance
  • Documents decisions you and your advisor make

For more information about the IncomeConductor program, download our Client Brochure.

IncomeConductor® Partner Firms

Adhesion
Cambridge
Kestra
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