FEATURED Participant Education:
Focused on helping employees in their "near retirement stage" this year and next.
We developed our Secure a Shelter™️ educational content as a simple way to help participants think about asset/liability matching, with longevity for both spouses.
Segmenting expenses into three risk buckets based on economic utility is a pension plan best practice (known as asset/liability matching or LDI).
This is a true story about a solution to a terrifying bear market, and how it could have been prevented.
Our Connie and Ziggy
True Story Includes an Annuity