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.
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.
The moderate risk taker
Danielle
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.
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