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"After years of hard work, do you have enough money to enjoy the golden years?"

Planning for Retirement

After years of hard work, will you have enough money to truly enjoy retirement? An SBLI IRA Annuity can help!

By combining the stability and reliability of an annuity with the tax benefits of an IRA, the SBLI IRA Annuity provides something truly unique—guaranteed, maximized retirement income.

You will lock in a high interest rate, plus a one percent bonus, in the first year of the annuity. Each year thereafter, you will receive a guaranteed annual rate never to be less than three percent. Contributions to the annuity may be federally tax deductible, which means more money for you to spend when you want to spend it. You may also choose when to receive your payments: monthly, quarterly, semi-annually, annually, or in one lump sum.

You should also consider an SBLI whole life policy. You can borrow from the cash value of the policy, and it is a great way to pay for final expenses. See why Kiplinger's Personal Finance referred to our whole life policy as one the best in the industry.

 

IRA Annuity Product Overview

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Insurance Needs Calculator Insurance Needs Calculator
SBLI's Insurance Needs Calculator will help estimate how much life insurance you need. Use the result to Get a Quote and see how inexpensive a SBLI policy can be.
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Resources

IRA Options for the Risk Averse
SBLI of Massachusetts
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Retirement: Roth IRA vs. Traditional
SBLI of Massachusetts
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Planning for Retirement
SBLI of Massachusetts
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Tips for Worried Retirees
Jonathan Pond, Safe Money in Tough Times
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Five Don’ts When Planning for Retirement in a Bad Economy
SBLI of Massachusetts
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