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Solutions To The Risk of Retirement

Risk Page number in Fidelity's Report Solution
1. Longevity: out living your money

7

 Transfer your funds to GMWB product or to an Annuity.
2. Inflation: loss of purchasing power 8 Transfer out of GIC's or Banks guarantee products to equity type funds.
3. Asset Allocation 10 Switch to a portfolio fund or re-balance your funds with negitive correlated funds.
4. Withdrawal Rate: Force to deplete (RRIF) 14 Do a RSP or RIF drain or use a RSIP from us.
5. Health Care: wait list 17 Don't depend on public health care; buy your own insurance plan.
6. Death and Final Taxes   Buy life insurance before it is too late.

 

Fidelity's Report may be found here. (click here)

 

Guaranteed Minimum Withdrawal Benefit - GMWB

Guaranteed Lifetime Withdrawal Benefit - GLWB

 

 

To learn more of these great products, click on the logos below:

Or this link to learn more, : http://www.professionalreferrals.ca/2009/02/gmwb-and-glwb-products-in-the-canadian-marketplace/

 

             

 

   

 

 

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