our clients

Are you looking for a different retirement income approach?

Whatever your lifestyle, we want you to feel more confident you’ll have the income to support it. We believe that a solid retirement income strategy is the best way to have that assurance – for everyone. Who inspires us? People like you.

Healthy, Active Retirees.

Whether you like to travel, play golf or take your grandkids to the movies, we want you to be confident that you have the income to support your lifestyle. Retirement income planning may be the best way to fill your calendar.

Single and Widowed Retirees.

One thing most single and widowed retirees have in common is that they do not want to become burdens to their families or friends if disability strikes. They have worked hard all their lives, and for the most part have been givers. They don’t relish the idea of having to become takers. We can help ease their minds to a great extent as we help them position themselves for the future. We do this by offering stability, security,* income, and growth, with the possibility of adding benefits for specific circumstances.

Retirees facing severe medical issues.

We understand the emotional and financial impact of you or your spouse receiving a life-altering diagnosis. We can arrange for a reliable* lifetime income**, protection against market downturns, a minimum guaranteed growth, plus the potential for greater growth credited to your principal. Some products even allow you to secure up to double income after a qualifying health event, to help cover assistance in your home or a care facility.

Adult Children who hold Power of Attorney (POA) for a parent.

Being given the financial responsibility for an aging parent can be daunting. We can help guide you through the process offering products that are geared to offer protection from downside market risk, while providing a guaranteed* monthly income. So you can relax and enjoy your time with Mom or Dad.

These are the priorities we hear the most, the ones we specialize in addressing:

I must have a GUARANTEED* income for LIFE**

I need to retain control of my money (I want to be able to withdraw from my principal)

I want at least part of my nest egg at NO RISK to principal (assets not tied to market volatility)

I want guaranteed* and potentially increasing income**

I want to have money to leave to my heirs and loved ones**

I am looking for guaranteed* money to pay for nursing care** if I need it

I want to have a fighting chance against inflation

Sounds like you? Schedule your personal Retirement Income Strategy session

By responding to this offer you may be put in touch with a licensed insurance agent regarding retirement income strategies using fixed insurance products. Insurance Marketing Solutions is an insurance agency licensed in all 50 states (AR17677332/CA0K62245/TX2034282) and all producers of Insurance Marketing Solutions have the appropriate licenses for the products they offer.

*Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurance company and are not guaranteed by any bank or the FDIC.

**Some annuities may have a lifetime income guarantee as part of the base policy; others may have riders available that provide this benefit. Riders may also be available for benefits like an annual increase to help combat inflation or for as much as doubling your income in case of a qualifying health event. These annuities are not long-term care and are not a substitute for such coverage. Optional riders may be available with a charge.