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Protection strategies for your retirement

Key Takeaways

  • Review both your life insurance and income needs as you approach retirement
  • Income annuities can offer some security as they have the potential to provide a stream of income for life
  • For added flexibility, consider hybrid long-term care insurance, which combines long-term care benefits with a life insurance policy

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Investing involves risk, including risk of loss.

Annuity guarantees are subject to the claims-paying ability of the issuing insurance company.

This information is intended to be educational and is not tailored to the investment needs of any specific investor.

Views expressed are as of the date indicated, based on the information available at that time, and may change based on market or other conditions. Unless otherwise noted, the opinions provided are those of the speaker or author and not necessarily those of Fidelity Investments or its affiliates. Fidelity does not assume any duty to update any of the information.

Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917

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