A common strategy to protect a portfolio is to include a sleeve of guaranteed income to supplement pensions or social security income. Annuity product solutions come in many forms and can help achieve a number of goals including guaranteed income and capital preservation.
Try one of our calculators and see current rates below:
Income annuity calculator (link)
Multi-year guaranteed annuity (MYGA) rates (link)
For more information on these strategies, contact me for a complimentary consultation.
