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Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings? Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including: 

• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works
• And more 

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk. Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

• What is traditional portfolio diversification?
• How has the investment landscape changes?
• How can you achieve your goals with the least amount of risk?
• How can new annuity options help you rethink diversification?

Regardless of when you plan to retire, Social Security will likely be an important part of the road ahead. But do you know the rules of the road regarding Social Security?

Here’s an opportunity to attend a valuable educational seminar on this important topic at no cost and no obligation:

• What are the rules for starting your Social Security benefits?
• How do spouses coordinate their benefits?
• Are there different routes to take that could potentially increase your benefits?
• How do you decide where Social Security fits within your retirement plans?

You’ll find out more about Medicare rules and regulations and discuss the role they play in the process of retirement. You’ll learn the answers to your Medicare questions, including:

• Medicare basics and the differences between Parts A, B, C, and D
• Tips for choosing your coverage and enrolling in Medicare
• How to consider health care costs when planning your retirement income

Most folks have retirement goals and plans for their future. Without a regular paycheck to count on, achieving a steady stream of retirement income will be an important part of the road ahead. Will Social Security be enough? What about your 401(k)?

You’ll learn more about how to use annuities to help create a guaranteed income for life, including social security and your 401(k). You’ll learn the answers to your income for life questions, including: 

• What sources of retirement income will you rely on?
• What retirement risks do you face now that you’re drawing on their savings?
• Which income strategies should you consider?
• How can you use annuities to guarantee income for life?

Are you ready to retire? You might be prepared for the financial transition, but you’ll also experience lifestyle and emotional transitions. We can help you understand these upcoming changes and provide the information you need to better prepare for this exciting season of your life. Working together, we’ll gain clarity and confidence about your path to retirement.

You’ll learn more about the transitions you will face during retirement and how you can better prepare for this new life. You’ll learn the answers to your Retirement questions, including:

• How to confidently address the financial, lifestyle, and emotional transitions to retirement
• How to guard against risks and manage those that are inevitable
• Whether you are ready for retirement

Changing jobs is a common experience for most U.S. workers. But what’s the right thing to do with your retirement savings plan account from a previous employer? What are your options, and how can your decision impact your long-term retirement savings?

Here’s an opportunity for you to get a clear understanding of your different options and how each one can affect your progress toward your retirement savings goals — at no cost or obligation.

You’ll get a clear understanding of the different options available to you when you leave an employer and have an employer-based retirement savings plan account balance to consider, including:

• Four major options for retirement plan balances when changing jobs
• Pros and cons of each option
• How a Rollover works
• And more

In today’s volatile market, retirement savers face new challenges. Traditional portfolio diversification may no longer be the answer to growing your savings without the risk of losing it all. Luckily, there are new ways to manage investment risk.

You’ll learn more about how retirement savers face new challenges and new ways to manage investment risk. You’ll learn the answers to your investment questions, including:

• What is traditional portfolio diversification?
• How has the investment landscape changed?
• How can you achieve your goals with the least amount of risk?
• How can new annuity options help you rethink diversification?