Retirement White Papers

Share these with your clients to start the conversation.*

 Listen and connect with PrimeLife Podcast

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How To Help Empower Older Adults To Use Tech To Stay In Touch

 Mastering Technology

Six Key Eldercare Documents Every Client Should Have In Place Before It’s Too Late

 Guiding Families Through Eldercare

How To Help Make Aging In Place Affordable and Enjoyable With Technology

 Tech To Age In Place

Don't Forget to Include Purpose When Planning For Retiremen

 Creating The (Un)Retirement Dream

Living Longer Makes Retirement Planning More Important Than Ever

 Reversing Aging

Bridging the Retirement Gap with Viable Employment Opportunities for Seniors

 Connecting Retirees With Meaningful Jobs

How To Use Economic Chaos To Find New Opportunities for Work and Business

 Opportunities In Uncertain Times

Create The Life You Want

 Create The Life You Want

Nine Key Steps To Help You Find Purpose and Happiness in Retirement

 Nine Key Steps

When a MYGA Makes Sense

 When a MYGA Makes Sense White Paper

7 Questions to Consider Before Purchasing a MYGA

 7 Questions White Paper

Preparing Yourself for Emergency Expenses in Retirement

 Personal Protection Choice White Paper

Catching Up Steps You Can Take To Help Get Your Retirement Savings On Track

 Nassau Growth Annuity White Paper

Catching Up Steps You Can Take To Help Get Your Retirement Savings On Track

 Nassau Bonus Annuity White Paper

Catching Up Steps You Can Take To Help Get Your Retirement Savings On Track

 Nassau Bonus Annuity Plus White Paper

Rethinking Retirement Why Delaying Social Security May Be Right For You

 Personal Income Annuity White Paper

Rethinking Retirement Why Delaying Social Security May Be Right For You

 Nassau Income Accelerator White Paper

*You are encouraged to consult with your organization’s compliance officer and/or legal counsel for approval of any marketing or advertising material to ensure compliance with applicable laws and regulations. Any materials you create that mention our name, products or services in any way must be approved by Nassau’s Compliance Department before use, including marketing, advertising, training, or other materials.


Disclosures

This content is for general informational purposes only. It is not intended as legal or financial advice. You are encouraged to consult with a legal advisor before taking any specific action based upon this information. Nassau does not sponsor or endorse any third-party companies, products or services and your use of such companies, products or services is at your own risk.

For producer use only. Not for use with the general public as sales literature.

Product features, rider options, and availability may vary by state. Product sales must be appropriate based on a comprehensive evaluation of the customer's financial situation, needs, and objectives. Guarantees are based on the claims-paying ability of the issuing Company. Nassau does not provide financial, investment or tax advice or act as a fiduciary in the sale or service of its products.

Nassau Bonus Annuity Plus (23FIA4, ICC23FIA4), Nassau Income Accelerator (19FIA, ICC19EIAN, 19ISN, 19GLWB2, 22GLWB, 22GLWB1.1, 23GLWB2.1, ICC22GLWB1.1, ICC23GLWB2.1, et al.), Nassau Bonus Annuity (19FIA3, ICC19FIA3, 19GLWB3, ICC19GLWB3.1), Nassau Growth Annuity (19FIA3, ICC19FIA3N, 19GLWB3, ICC19GLWB3.1, 19ECH, ICC19ECH), Nassau Personal Income Annuity (19FIA, ICC19EIAN, 19ISN, 19GLWB2, ICC19GLWB2.1, ICC19GLWB2.2), and Nassau Personal Protection Choice (19FIA, ICC19EIAN, 19RN, 19GLWB2, 19GMDB-S.1, 19EWB, ICC19GLWB2.1, ICC20EWB.1, et al.) single premium deferred fixed indexed annuities, and Nassau Simple Annuity (18FADTCP and ICC18FADTCP) and Nassau MYAnnuity 5X/7X (18IFDAP and ICC18IFDAP/ICC18IFDANP) single premium deferred fixed annuities are issued by Nassau Life and Annuity Company (Hartford, CT). In California, Nassau Life and Annuity Company does business as "Nassau Life and Annuity Insurance Company." Nassau Life and Annuity Company is not authorized to conduct business in ME and NY, but that is subject to change. In New York, Nassau MYAnnuity 5X (17IMGA) single premium deferred fixed annuities are issued by Nassau Life Insurance Company (East Greenbush, NY). Nassau Medicare Supplement insurance policies are insured by Nassau Life Insurance Company of Kansas. Nassau Life and Annuity Company, Nassau Life Insurance Company and Nassau Life Insurance Company of Kansas are subsidiaries of Nassau Financial Group. The insurers are separate entities and each is responsible only for its own financial condition and contractual obligations.

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