Take the guesswork out of planning for your pension.

HERE ARE FIVE QUESTIONS TO ASK WHEN EVALUATING YOUR PENSION.

It can be a difficult choice when deciding to take the lump sum or the annuity option for your pension. We recommend that you work with an advisor and ask them five key questions to help you understand which option is right for you and your family.

  1. DOWNLOAD OUR PENSION PLANNING DOCUMENT. It covers five questions you should ask an advisor to help you best plan for your pension.
  2. SET UP AN APPOINTMENT WITH A FINANCIAL ADVISOR. Meet with one of our experts to have an organized and objective discussion about your opportunities.
  3. DETERMINE AN ACCOUNTABILITY PLAN. It’s easier to stay on track if you have steps to keep you accountable. Our financial advisors will help set you up for success.

 

GET STARTED NOW 

Fill out the form to the right to download our Pension Planning guide.

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