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FEATURED Participant Education:
Focused on helping employees in their "near retirement stage" this year and next.

We developed our Secure a Shelter™️ educational content as a simple way to help participants think about asset/liability matching, with longevity for both spouses.


Segmenting expenses into three risk buckets based on economic utility is a pension plan best practice (known as asset/liability matching or LDI).

This is a true story about a solution to a terrifying bear market, and how it could have been prevented.

Our Connie and Ziggy

True Story Includes an Annuity

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