Income Savvy

Turning assets into retirement income.

Help clients develop a strategy for lasting retirement income.

Your clients have worked hard to build up their retirement assets. And now, with retirement in sight, it’s time to help them shift the focus from saving for retirement to generating lasting income. Income Savvy® is designed to help clients make informed decisions about their retirement income and create a personalized strategy that includes protected lifetime income―for a more secure future.

Tools and resources

Take advantage of valuable income planning tools and resources to use with clients. 

Income Savvy Client Brochure

Educate clients on today's retirement challenges and help them design a personalized income strategy.

Sequence of Returns Client Brochure

Show clients how the sequence of returns can impact how long their retirement savings may last.

Income Savvy Q&A

Gain valuable retirement planning insights from two highly respected retirement income experts.

Educational videos to engage clients.

Why annuities?

Show clients why an annuity may be a valuable addition to their retirement portfolio. 

Which annuity is right for you?

Help clients better understand the different types of annuities that are available to them.