Pension-like Income

Miss the idea of a pension? We can help create one.

Pension-like Income That Lasts

Want paychecks for life? We create plans that guarantee income, protect against market risk, and keep your finances steady regardless of shocks. From annuities to hybrid solutions, we show you all pension-like income options.

Enhanced annuity, structured note, and hybrid options for guaranteed income

See how to turn your savings into a monthly check you can’t outlive.

If you don’t have a traditional pension, what is your plan for creating a personal “pension-like” paycheck you can never outlive?
Have you evaluated how much of your essential expenses should be covered by guaranteed income sources vs market‑based withdrawals?
Which tools—annuities, or other products—fit best to provide predictable, lifelong income in your situation?

Plans for those with no employer pension (doctors, dentists, business owners)

Lifetime joint options for married couples—survivor benefit solutions

Review all available pension-like and guaranteed income choices annually

Guaranteed lifetime income streams for individuals and couples

Solutions even for high-net-worth and self-employed clients

Hybrid strategies (Kai-Zen) for leveraging your assets.

Give yourself permission to spend confidently in retirement.

explore pension-like strategies now

Disclosure

All content on this website is for general informational purposes only and should not be construed as individualized tax, or legal advice. You should consult your own qualified tax and/or legal professional regarding your specific situation before making any decisions.

Separate from any employer plan and separate from our role as retirement income specialists, we may, in our capacity as licensed professionals, recommend the purchase of certain retirement-type or pension-type accounts, or insurance products. You are under no obligation to purchase any product or follow any recommendation, and any decision to do so is entirely voluntary and based on your independent evaluation.

Want clarity, confidence, and a financial strategy that puts you first?

Pension-like Income

Disclosure