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  • 66% of all bankruptcies are caused by a healthcare event1. Are you prepared?
  • 63% of pre-retirees have no planned strategy for how to generate income for a 30+ year retirement2. Will your retirement support you for 30+ years?
  • You could raise your lifetime benefits from Social security by 77%.3 Do you know how?
  • 66% of retirees rely on personal savings or investments as a source of retirement income.4 How do you maximize your savings?

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1 EBRI, “Projected Savings Medicare Beneficiaries Need for Health Expenses Spike in 2021”, January 20, 2022

2 Retirement Income Strategies and Expectations (RISE) Survey, Franklin Templeton, 2021

3 Claiming Social Security, Chief Investment Office, 2021.

4 EBRI Retirement Confidence Survey, 2021.

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Social Security and pensions will make up less than 40% of the income you need in retirement. Nearly 60% of your retirement will have to be self-funded.1

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