Retirement planning
Custom Longevity Report
Will my money last as long as I do? It is the question we hear most, before retirement and during it. The honest answer starts with a realistic look at your health, your habits, and how long you are likely to live, instead of a national average.
The report is built for you from a health and longevity assessment. It shows how many years your savings may have to cover and which costs you are most likely to face.
- Your likely life span, given your health and your family history.
- How likely you are to need long-term care.
- What your out-of-pocket health care costs may be.
- How many retirement years are likely to be active, and how many may need some assistance.
These are estimates, not predictions. We use them to plan your cash flow and your protection around the years you are likely to have. Your plan should fit your life.