Guaranteed Income

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requested information.

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We value your privacy. We never sell,
share or rent your info.

Have questions? Text 814-667-5590

HERE'S WHAT YOU'LL RECEIVE!

WHAT'S IN THE GUIDE!

Outliving Savings
Not planning for a longer life can cause your savings to deplete long before you expect.

No Income Ladder
Not creating a guaranteed income stream at different life stages can leave you without funds in later years.

Longevity Protection
Failing to secure products like annuities that offer lifetime income can lead to outliving your savings.

Beneficiary Designations
Not updating beneficiaries can lead to a loss of control over your income after you pass away.

Market Volatility
Failing to protect your assets against market downturns can lead to significant losses in guaranteed income.

Underestimating Expenses
Misjudging future costs, especially healthcare, can cause you to drain your savings quicker than anticipated.

No Withdrawal Strategy
Without a plan for systematic withdrawals, you risk withdrawing too much and running out of money.

Mismanaging Annuities
Choosing the wrong type of annuity or ignoring fees can drastically reduce your monthly income.

No Emergency Fund
Without a dedicated emergency fund, you might be forced to withdraw from guaranteed income sources prematurely.

Additional Resources

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Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Unlock Your Retirement
11898 Arrowhead Way
Mount Union, PA 17066

855-865-6250

www.unlockyourretirement.com

info@unlockyourretirement.com

Fee-based financial planning and investment advisory services are offered by WealthKare.com, Inc. – a fiduciary firm registered with the Securities and Exchange Commission. Insurance-related consulting, products, and services are offered through American Assets Financial Corp. WealthKare.com, Inc. and American Assets Financial Corp. are affiliated companies. The use of the term “tax-free” is limited to the federal income tax treatment of certain assets or planning strategies. It does not include exposures to state, local, or specialized taxes. The impact of taxes is unique to the financial situation of each individual or family and should be considered before engaging in any transaction. The WealthKare Investment Center and Bruce Smith are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.