Designed to be spent down over five to seven years and buy time for the Future Income segment to grow.
Bridges the Immediate Income and Long-Term Growth segments to provide additional time for a client’s long-term investments to grow.
While the first two segments have provided short- and mid-term income, this segment is designed to grow untouched for several years and is calculated to address risk.
For conservative clients or those who believe they have a long life expectancy, this segment offers guaranteed inflation-adjusted income for life.
Designed to provide supplemental income and growth for the portfolio over the long-term, this segment can include alternative investments.