The Truth About Annuities
Designing Income for a Longer Retirement
Retirement planning isn't only about how much you've accumulated. It's also about determining how your savings, investments and income sources can work together to support the life you've planned—for as long as you live.
Join Lovie Leach-Yarborough, Legacy Architect, for a clear, product-neutral conversation about annuities and retirement income.
Seating is intentionally limited to preserve an engaging, conversational environment.
What We'll Explore
- 01Shift from pensions to participant-directed retirement plans and longevity risk
- 02What longevity risk means
- 03Where annuities may fit in a broader retirement-income strategy
- 04Fixed, fixed indexed, registered index-linked, and variable annuities
- 05Protection, growth potential, market exposure, and liquidity
- 06Creating retirement income versus accumulating retirement assets
- 07Questions to consider before deciding whether an annuity belongs in a strategy
“The question isn't simply, ‘Is an annuity good or bad?’ The better question is, ‘What job does this money need to do?’”
Lovie Leach-Yarborough
Legacy Architect
Lovie is the founder of Ellevation Wealth Management & Legacy Planning, where she helps individuals and families make thoughtful decisions about retirement, wealth and the legacy they want their financial lives to support. Her approach begins with understanding the person before recommending the strategy—because two people with similar assets can have very different priorities, risks and definitions of a successful retirement.
Elevate your wealth. Empower your legacy.
Reserve Your Seat
Important Disclosures
Ellevation Wealth Management and Legacy Planning, LLC and Cambridge are not affiliated. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker/dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge does not offer tax or legal advice. Fixed insurance services offered through Ellevation Wealth Management and Legacy Planning. You can find Cambridge's CRS summary here.
This communication is strictly intended for individuals residing in the states of AR, CO, DC, FL, MD, NC, PA, and VA. No offers may be made or accepted from any resident outside the specific states referenced.