Reimagine Your Retirement with Pinterest

How do you envision your life in retirement? In this quick course, we will help you create a thorough visualization of your retirement using Pinterest, as well as identify the goals most important to this next phase of your journey through life.

Take Our Video Course to Learn More

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Talk Through Your Retirement Goals And Plan With Us

 

Meet the Team

Nassau's home office licensed insurance agents partner with your insurance producer to meet your retirement needs.

Paul Tyler – Chief Marketing Officer

Paul Tyler

Mary Crean – Director of Marketing, D2C

Mary Crean

Carl Hull - Digital Engagement Manager

Carl Hull

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Creating Predictable Retirement Income

There are many annuity products available, each with different features, associated costs and restrictions. Choosing the right growth and income strategy -- for today or for future income in retirement -- depends on your immediate needs and future goals.

Income Today or Income Tomorrow?

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Use a Retirement Planning Worksheet

The first step in imagining or "reimagining" your retirement is painting a vivid, realistic picture of your life after you officially stop working full-time. Imagine that you are living three years into post-retirement - what do you see? Turning your vision into reality means putting your plan in place.

Begin Putting Your Plan to Virtual Paper

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Secure Act Changes & Your Retirement Plan

The SECURE Act, became law in late 2019 and is intended improve retirement security for Americans by implementing reforms that could make saving and planning for retirement easier. Learn how aspects of this legislation affect you.

Watch our Video Course to Learn More

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Annuities for Your Retirement Vision

If you are planning for or closely approaching retirement, a fixed indexed annuity may be a way to help grow your retirement assets and create a predictable source of income in retirement. But there are a lot of options so how do you determine which one is right for you?

Income Today or Income Tomorrow?

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How Do Income Riders Work?

An income benefit provides you with guaranteed, annual income for life when you add an income rider to your annuity contract. They can be complicated. Take this course to learn how income riders work and if their features are something you should consider.

Watch our Video Course to Learn More

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Protection and Growth Opportunity in one

We offer a wide array of annuity options that may help you secure a safe retirement -- be it in the near future or further down the road. Our annuities have the flexibility to provide predictable income, protection for your family and help pay for unforeseen expenses.

Read About Our Annuity Options

Retirement Planning Resources

Learn how to save more for retirement with our helpful resources and information.

Use Our Savings Tools and Resources


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Important Disclosures

This material is intended for general use with the public and is not meant to provide any individualized tax, investment or financial planning advice. We encourage you to consult with a financial professional who can tailor a financial plan to meet your needs.

Product features, rider options and availability may vary by state. Income payments and guarantees are based on the claims-paying ability of the issuing company. Annuities are NOT FDIC Insured and there is NO Bank or Credit Union Guarantee.

Annuities are a type of insurance contract issued by an insurance company. Annuities are long-term products particularly suitable for retirement assets. While you can use annuities to help save money for retirement and to receive retirement income for life, they are not meant to be used to meet short-term financial goals. Annuities held within qualified plans do not provide any additional tax benefit. Early withdrawals may be subject to surrender charges. Withdrawals are subject to ordinary income tax, and if taken prior to age 59½, a 10% IRS penalty may also apply. Interest rates, participation rates, caps and strategy fees are subject to change. Annuities are subject to possible loss of principal and earnings, since a surrender charge and market value adjustment may apply to withdrawals or upon surrender of the contract.

This material is provided by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as “Nassau Life and Annuity Insurance Company.” Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. Nassau Life and Annuity Company is a subsidiary of Nassau Financial Group.
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