Step 2: Create a Better Balance

What can a Better Balance give you?

1. Greater, safer retirement income vs. “safe” withdrawal methods.
2. ​​Option to guarantee your retirement income (like a traditional pension) without sacrificing your legacy.
3. More protection should you become unable to work, or die, prior to retirement.
4. More protection against the risks of longevity, interest rates, market volatility, inflation, and taxes.
5. Option to guarantee a tax-free legacy to whomever or whatever you choose.

And this is all possible without increasing the amount of money you are currently saving/investing. All you need is a "Better Balance."

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