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BUSINESS NEWS - Planning for retirement can be daunting, but with the right solutions you can ensure a comfortable and secure future.
By providing a unique hybrid between life annuity and living annuity, you have the best of both worlds. Take a trusted Momentum client's word for it.
Success story
Meet David, a 65-year-old retiree who was concerned about outliving his savings.
He wanted the security of a guaranteed income but also desired the flexibility to manage his investments. After consulting with him, we decided to incorporate the Guaranteed Annuity Portfolio into his retirement plan.
By allocating a portion of his living annuity to a life annuity portfolio, David now receives a steady, guaranteed income each month, covering his essential expenses.
The rest of his portfolio remains invested, giving him the potential for growth and the ability to adjust his investments as needed.
This hybrid approach has given David the confidence and financial stability to enjoy his retirement without the constant worry of market volatility.
Here are some key benefits of incorporating a life annuity portfolio within your living annuity:
Guaranteed income
Enjoy the peace of mind that comes with a guaranteed income for life, regardless of market fluctuations. This ensures your essential expenses are always covered.
Flexibility
While you have the security of a guaranteed income, you also retain the flexibility to manage the rest of your living annuity portfolio according to your needs and market conditions.
Inflation protection
The guaranteed income can be structured to increase with inflation, helping you maintain your purchasing power throughout retirement.
Legacy planning
With a living annuity, you can leave a legacy for your loved ones. The remaining balance in your portfolio can be passed on to your beneficiaries.
Diversification
Combining a life annuity with a living annuity allows for a diversified approach to retirement planning, balancing security with growth potential.
Don't wait until it's too late. Secure your retirement today with Momentum's Guaranteed Annuity Portfolio. Contact Hein Slabbert (061 580 3673) now for a personalised consultation and take the first step towards a worry-free future.
Click through: https://mconnect.momentum.co.za/hein_slabbert/7C8E37
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