Do you have retirement goals and plans for your future? To some, retirement is so far away they can’t even begin to imagine it. For others, retirement is on the radar and they are trying to develop a plan for it.
There are many questions to ask when it comes to mapping out your retirement journey: When will your paychecks stop? When your paychecks stop, what will you do for income? What benefits will you receive? Will Social Security be enough? What about your 401(k)? How much will you have saved to generate your own monthly income? Can you maintain the lifestyle you are used to off this income?
People often have questions like the ones above and are anxious to understand how to best leverage each of these income sources to help ensure they last. In today’s uncertain economy, many are also seeking the security of guarantees. In LIMRA surveys, 9 out of 10 retirees cite having an income that lasts a lifetime as their most important concern. We will help you understand your options for retirement savings, so you don’t have to be concerned.
Our webinar on Income for Life is about the ways to turn retirement savings into paychecks to support you for 20, or 30 years, or more, of retirement. We want to help answer all of your retirement questions so you can understand how to plan for your future. We will go over the different sources of retirement income, retirement risks to clients drawing on their savings, income strategies to consider, as well as how to use annuities to guarantee an income for life.
Many people use the services of a Financial Advisor to help determine the best answers to these questions. At Chartway, we offer our Retirement & Investment Services program to members needing that professional advice.
An easy way to meet an advisor is to attend our free webinar on Income for Life:
- Saturday August 8th, 2020 10am EST/ 8am MT with Stephen Noffsinger
- Tuesday August 11th, 2020 1pm EST/ 11am MT with Kim Hamblin
- Wednesday August 12th, 2020 4pm EST/ 2pm MT with Mike Meehan
Click here to learn more about Chartway’s Retirement and Investment Services. Or schedule a virtual meeting with one of our advisors.
All guarantees are backed by the claims-paying ability of the issuer. CUNA Mutual Group is the marketing name for CUNA Mutual Holding Company, a mutual insurance holding company, its subsidiaries and affiliates. Annuities are issued by CMFG Life Insurance Company (CMFG Life) and MEMBERS Life Insurance Company (MEMBERS Life) and distributed by their affiliate, CUNA Brokerage Services, Inc., member FINRA/SIPC, a registered broker/dealer and investment advisor, 2000 Heritage Way, Waverly, IA, 50677. CMFG Life and MEMBERS Life are stock insurance companies. MEMBERS® is a registered trademark of CMFG Life. Investment and insurance products are not federally insured, may involve investment risk, may lose value and are not obligations of or guaranteed by any depository or lending institution. All contracts and forms may vary by state, and may not be available in all states or through all broker/dealers. Not NCUA/NCUSIF/FDIC insured, may lose value, no financial institution guarantee. Not a deposit of any financial institution.
Financial advisors are not tax advisors, attorneys or Social Security experts. For information regarding your specific tax situation, please consult a tax professional. For legal questions consult your attorney. For questions about Social Security, please contact your local Social Security Administration office. Variable annuities are sold by prospectus only. You can obtain a prospectus by contacting your financial advisor or the insurance company. Read it carefully. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC , a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. Chartway Retirement and Investment Services professionals are registered representatives of CUNA Brokerage Services, Inc. Representatives are registered, securities sold, advisory services offered through CUNA Brokerage Services, Inc. (CBSI), member FINRA/SIPC, a registered broker/dealer and investment advisor, which is not an affiliate of the credit union. CBSI is under contract with the financial institution to make securities available to members. Not NCUA/NCUSIF/FDIC insured, May Lose Value, No Financial Institution Guarantee. Not a deposit of any financial institution. CUNA Brokerage Services, Inc. is a registered broker/dealer in all fifty States of the United States of America.