Guaranteed Income

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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.

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JP Morand & Company
6500 South Quebec Street
Suite 300
Englewood, CO 80111

303-860-1234

www.jpmorand.com

info@jpmorand.com

JP Morand & Company
6500 South Quebec Street
Suite 300
Englewood, CO 80111

303-860-1234

www.jpmorand.com

info@jpmorand.com

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