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3 Mark Annuity Spotlight

3 Mark Financial, Inc.

May 21, 2023

The Cost of Waiting

When it comes to retirement planning, waiting a few years to purchase an annuity can make a huge difference! This client-friendly flyer provides a look at how two hypothetical retirees approach their annuity purchase timing, and the impact it has on how they reach their goals. It’s a great way to discuss the power of early planning with your clients. 

 

View the Flyer
MassMutual

*CNBC.com, “This classic investment strategy is on track for its ‘worst year ever’ – here’s what to do with your money.” Published 10/3/22, https://www.cnbc.com/2022/10/03/why-60/40-portfolio-is-on-track-for-its-worst-year-ever-says-cio.html#:~:text=From%20the%20start%20of%202022,and%20things%20get%20even%20darker. Accessed 10/24/22.

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