The Portfolio Reliance Calculator illustrates how dependent your client's retirement income plan may be on their investment portfolio.
The calculator is for illustrative purposes only and is not intended to provide investment advice or portray actual investment results.
Hypothetical results are for illustrative purposes only and in no way represent the actual results of a specific investment or total portfolio.
Variable annuities are long-term investment products designed for retirement purposes and are subject to market fluctuation, investment risk, and possible loss of principal. Variable annuities contain both investment and insurance components and have fees and charges, including mortality and expense, administrative, and advisory fees. Optional features are available for an additional charge. The annuity's value fluctuates with the market value of the underlying investment options, and all assets accumulate tax deferred. Withdrawals of earnings are taxable as ordinary income and, if taken prior to age 59½, may be subject to an additional 10% federal tax. Withdrawals will reduce the death benefit and cash surrender value.