Refinance Your Retirement
Leverage higher interest rates to your advantage
Refinancing has long been a strategy to seize better opportunities, whether it's your home mortgage or retirement plan. Just as you've benefited from refinancing your mortgage when interest rates were low, the same principle applies to your retirement investments.
A retirement refinance could help you lock in higher initial bonuses, create greater growth opportunities, and secure a source of guaranteed lifetime income with a fixed indexed annuity (FIA). 1 This is an opportunity not seen in the last 20 years.
In the current economic landscape, where changes abound, there's an unprecedented opportunity to maximize the potential of your retirement portfolio.
Understanding the benefits of Higher Interest Rates
Today's higher interest rates can actually be a huge benefit to your retirement portfolio. For annuity owners specifically, today's higher rates translate into higher participation rates, bonuses, and guaranteed income levels. With interest rates on the rise, now is the ideal time to review your existing annuity. Doing so can uncover significant opportunities to align your retirement plan with your objectives, whether you prioritize income generation or asset accumulation.
1 All guarantees are subject to the claims paying ability of the insurer.
