Having enough money to last their lifetime is THE TOP retirement goal for 2/3 of investors. Developing an income plan to help them should be one of YOUR top goals. There are 5 risks to help clients consider when creating their income plan for retirement.


UMS has this helpful guide you can download that outlines the 5 risks of retirement your clients often face. It can help you make the case for adding a Fixed Index Annuity to their diverse portfolio. Share with clients and then contact our Annuity Team for additional client resources. Fill out the form and download now. 

Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600