Income Navigator

“Will I have enough money to live on in retirement?”

Today, people are living longer, which means they need to think long-term when planning for retirement income needs.

Income Navigator is designed to help investors see how the decisions they make today will impact their financial future.

How Does It Work?

*These visuals are shown for illustrative purposes only and do not guarantee success or a certain level of performance.

Income Navigator provides a personalized plan that connects your recommended investment allocation with your client’s future income needs.

This segmented, time-based approach seeks to allow your clients to maintain their standard of living throughout retirement.

Why Income Planning?

1

It Gives Investments a Purpose

The income planning process can help you answer the most relevant questions for your clients.

  • How much money will I need in retirement?
  • When can I retire?
  • Will my spouse and/or children be OK if something happens to me?
  • Can I leave a legacy?

2

It Spreads Investment Risk Out Over Time

An income plan can help you safeguard retirement savings while helping investors remain confident.

  • Short term income needs can be met through low-risk investment vehicles.
  • Longer term income needs are invested with the goal of defending against inflation risk while growing your clients’ portfolio.

3

It Helps Investors Better Prepare for Their Future

Today’s investors have complex needs.

  • Align investment strategies with clients’ unique income needs.

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