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LIFE'S ESSENTIAL NEEDS (LENs)

#2 SAFETY

We need protection, security and peace of mind in a world often threatened by social, political and environmental instability.

We insure our homes from fire, floods and other hazards and need to protect our loved ones from unexpected perils. Retirement assets and resources also require safe havens and a prudent plan that safeguards them from the unknown.

There is no greater sense of financial safety than knowing you have protected sources of lifetime income that enable you to maintain the lifestyle and independence you desire. With an average life expectancy approaching 80 years, Americans need to make sure they won’t run out of money and outlive their retirement savings.

A well-timed, strategically executed financial plan reduces uncertainty and anxiety. Sustainable income gives you peace of mind that your assets are safe from uncontrollable events and volatile markets.