Income profiles

See how customers like you did it.

We created hypothetical composite income profiles based on experiences of real customers to showcase different types of retirement considerations.

The long-term planners

Al & Sarah

Stable financial situation, conservative, long-term planners who are nearing retirement.

Conservative & semi-retired

Pam & John

Financially stable, conservative, long-term planners who are semi-retired.

Financially limited


Retired, financially limited, and a moderate risk taker.

The moderate risk taker


Retired, financially stable, moderate-aggressive risk taker.

Nervous Nellies

Clara & Eduardo

Nearing retirement, financially stable, nervous about market volatility.

The aggressive risk takers

Frank & Pete

Nearing retirement, financially limited, aggressive risk takers.

This material is for informational or educational purposes only and does not constitute fiduciary investment advice under ERISA, a securities recommendation under all securities laws, or an insurance product recommendation under state insurance laws or regulations. This material does not take into account any specific objectives or circumstances of any particular investor, or suggest any specific course of action. Investment decisions should be made based on the investor’s own objectives and circumstances.