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You have two phases in life when discussing your savings and investments. The first being the Accumulation phase. During this time, you may wish to consider putting away as much money as you can for your future self and make sound financial decisions on investments. The goal of the accumulation phase is to accumulate the most funds possible for retirement.

The second phase is Distribution. During this phase, your primary concern may be finding a suitable investment or product to create an income you and your spouse will not outlive. With the ups and downs of the market, it makes retirement planning difficult for retirees. If the market has a 15% correction during your distribution phase of retirement or worse, 35% corrections like in 2008…how will this affect your retirement? Ask yourself these questions:

Can you wait for 8 to 10 years to get back what you already had?

Can you continue to take your current income without worrying about running out of money?

 

For more information on how to create the same or potentially better income on a guaranteed basis with minimal risk, feel free to contact your AHF representative today for a no cost or obligation consultation.

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*Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC.
American Heritage Financial, LLC is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor. American Heritage Financial, LLC is authorized to conduct life insurance and securities business in Florida and may be licensed in other states. American Heritage Financial, LLC cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.
Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, American Heritage Financial, LLC, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor. Guarantees are subject to the claims paying ability of the issuing insurance company. American Heritage Financial, LLC is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency. All numeric examples and any individuals shown are hypothetical and were used for explanatory purposes only. Actual results may vary.
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