Are you finding the right balance to your money?
Everyone has a different appetite for risk. When rain is in the forecast, some grab an umbrella and others take their chances. In three quick steps, see how the protection in your portfolio today compares to where you'd ideally like it — and how a protected slice could carry a guaranteed income and a long-term care safety net.
Ideally, what percentage of your assets would you like protected from market loss — money you simply can't afford to watch go backward?
40%
protected from market loss
Want to see your numbers?
A 15-minute Zoom screen share is all it takes. We'll show you the carriers, current rates, and how a protected-income strategy would actually fit alongside what you already have.
About this tool.Educational illustration only. Not a quote, not financial, tax, or legal advice, and not an offer of insurance. The figures shown are hypothetical illustrations using simplified assumptions you can see and change — they are not guaranteed and do not represent any specific product, carrier, age, or state. Whether an asset is “protected” or “at risk” is a general educational classification, not advice about your specific holdings.
Fixed indexed annuities are insurance products; any guarantees are backed by the claims-paying ability of the issuing carrier and vary by product. Index-linked products are not a direct investment in the stock market. Long-term care benefit features vary by product and require qualification. For a personalized, carrier-specific illustration, talk with a licensed LTC Tree professional.