You're working hard to bring your vision for the future to life. We can help you evaluate income and coverage options to help protect that vision, whether it’s with an annuity, long-term care, or life insurance.
Markets can fluctuate, so we focus on planning strategies intended to help manage risk and align your savings with essential retirement expenses over time.
If you or a member of your family were to experience a long-term care event or a sudden passing, it would be important to have a plan in place to help you manage the impact.
We’ll work with you to find solutions that meet your needs, helping you rest easy knowing that you’ve accounted for your loved ones’ financial futures.
You’ll get access to our experts in annuities, long-term care, and insurance. We’ll help you evaluate the right insurance, long-term care options, and income solutions for you, including turning a portion of your savings into income you can rely on.1
Your advisor can guide you through the implementation of your plan, check in regularly as things change, and when appropriate, help facilitate conversations with your loved ones so they feel supported and informed.
Annuities can help you reach diverse retirement goals from building a guaranteed income stream to growing your retirement nest egg—we offer a range of highly rated, financially strong companies to choose from.
We can help you create a plan to cover your potential long-term care costs, easing the financial and emotional burden on you and your family.
Term life insurance may be an affordable way to provide peace of mind knowing your loved ones will be taken care of financially if the unexpected happens and you are no longer there.
Our tool helps you estimate potential income payments according to a number of guaranteed, fixed income annuities available through Fidelity.
If you have complex insurance needs, you can get exclusive access to our insurance partners for a complimentary, comprehensive review and solution analysis.
It may be possible to anticipate and help protect against threats such as lawsuits, accidents, and divorce.
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Strategies to help guard your family’s financial future.
Through intentional scenario planning and modeling solutions for your future, your advisor can help you create a plan designed for you so you can retire how you want, on your timeline.
A conversation with an advisor is the first step to helping you find the right approach to reach your goals.
Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.
1. Some products and features may not be available in all states and variations may apply.
2. Life insurance calculators and tools are intended to be educational and are not tailored to the life insurance needs of any specific individual.
3. Guaranteed income refers to sources of income such as Social Security, pensions and annuities. Annuity guarantees are subject to the claims‐paying ability of the issuing insurance companies.
4. Tax-smart (i.e., tax-sensitive) investing techniques, including tax-loss harvesting, are applied in managing certain taxable accounts on a limited basis, at the discretion of the portfolio manager, primarily with respect to determining when assets in a client's account should be bought or sold. Assets contributed may be sold for a taxable gain or loss at any time. There are no guarantees as to the effectiveness of the tax-smart investing techniques applied in serving to reduce or minimize a client's overall tax liabilities, or as to the tax results that may be generated by a given transaction.
5. Estate taxes may apply to insurance proceeds. Consult a financial or tax advisor about your specific financial situation.
This product is not available in New York. Fidelity Term Life (Policy Form Nos. ICC23 FTL POLICY and FTL-99200, et al.) is issued by Fidelity Investments Life Insurance Company, 900 Salem Street, Smithfield, RI 02917. Fidelity Insurance Agency, Inc. is the distributor. A contract’s financial guarantees are solely the responsibility of and are subject to the claims-paying ability of the issuing insurance company.
Fidelity advisors are licensed with Strategic Advisers LLC (Strategic Advisers), a registered investment adviser, and registered with Fidelity Brokerage Services LLC (FBS), a registered broker-dealer. Whether a Fidelity advisor provides advisory services through Strategic Advisers for a fee or brokerage services through FBS will depend on the products and services you choose.
Fidelity Brokerage Services LLC, Member NYSE, SIPC, 900 Salem Street, Smithfield, RI 02917
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