Build the income picture
A useful strategy begins with the client’s complete retirement-income needs.
- Retirement-income objectives
- Longevity considerations
- Income timing and liquidity needs
- Existing retirement assets
Retirement Income & Annuity Strategies
Income Strategies Designed for the Retirement You Envision.
Ursus helps clients evaluate retirement-income objectives in the context of timing, liquidity, existing resources, and the life that income must support.
How we help
A clear view of the need, the options, and the next step
Evaluate available solutions
We explain appropriate fixed, indexed, or other available annuity categories in understandable terms.
- Contract features and income options
- Surrender periods and liquidity
- Product fees and suitability
- Coordination with the client’s investment adviser, CPA, attorney, and other professionals