Laquity Pitch deck
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Transcript of Laquity Pitch deck
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The plan itself used to be simple
» Retire
» Pension checks showed up in the mail
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Pensions have been replaced by the 401k
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Today…
» So that means you get one check
» And now it’s up to you to make it last…
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» People are living longer, healthier lives
» Interest rates are at historic lows
» Equities are volatile
» Therefore, it can be confusing for retirees on where to turn for income.
Today’s Challenge
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Society of Actuaries website www.soa.org, May 23, 2013
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???
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» Equity exposure tocombat inflation
» Guaranteed income toprotect from downside risk
» Simple, predictableincome stream
» Assets remain investedwith your advisor
» Flexibility to make changeswhenever life demands it
INTRODUCING LAQUITY’S
RETIREONE S O L U T I O N
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