Chart a course for action

Our Action Planner Series offers valuable educational resources, tools and insights to help you take action in specific areas of your financial life, with the help of a financial professional.

Have you thought about the role Social Security will play in your overall retirement income strategy? Explore how you can coordinate your Social Security benefits with lifetime income from annuities to help enhance retirement security.

An IRA can play an important role in your retirement readiness. Learn about the different types and which one may be right for you.

Today’s life insurance is a helpful tool to establish and maintain financial protection.

Protecting your loved ones is second nature. Safeguarding their financial futures can be, too. Today’s life insurance can provide financial security for you and your family. And best of all, it can help bring peace of mind.

Our interactive tools can assist you in your unique financial planning needs. Interactive calculators are made available as self-help tools for independent use and are not intended to provide investment or tax advice, either expressed or implied.

Grow, Protect and Spend are the three phases of your financial lifecycle for retirement. Learn how you can help understand and manage this path – and bumps in the road – to achieve your retirement outcome.

What’s on your bucket list? Elton John puts time with family at the top of his. Talk with your financial professional about your specific goals and dreams for when you retire – and how they can help you achieve financial security to make it happen.

How secure is your retirement plan?  The numerous benefits of annuities can help protect your income. Discover their many advantages – and how an annuity can fit comfortably in your portfolio.

Are there tax-time surprises waiting for you in your current investments? Learn more about different types of taxable events and why you may want to consider tax-deferred investments, such as annuity.

There are many ways you can save today for the future you envision tomorrow. Learn more about saving for retirement through a retirement plan at work or through an Individual Retirement Account (IRA).

Are you taking advantage of the power of tax deferral? Find out how tax-deferred savings or investment strategies, such as an annuity, may help you reduce current taxes and avoid tax-time surprises.

Perhaps it’s time for a closer look at tax-free income strategies. Learn more about three different approaches you may want to discuss with your financial and tax professionals.