The Complete Cardinal Guide
TO PLANNING FOR AND LIVING IN
RETIREMENT
WE HELP YOU EMBRACE THE 7 WORRIES IN RETIREMENT
THE CARDINAL GUIDE TO:
Strategizing Retirement Income
￭ Stop chasing return and start managing risk.
￭ As you age, income becomes more important than account balances.
￭ Consider fixed indexed annuities, which can provide lifetime income and some nice guarantees.
￭ Long-term care implications of your investments: Using long-term care services, paid for by you, will create a big dent in your savings and income. Many fixed indexed annuities have long-term care enhancements and don’t require you to answer health history questions. The need for long-term care funds could come at the wrong time relative to the ebb and flow of markets, so buying these enhancements could be a good choice.
￭ Fill out the form below to contact Cardinal and get more information!
Important Documents.
For some more information on one source of retirement income, click below to read the NAIC Buyer’s Guide for Fixed Deferred Annuities as well as the retirement income chapters from “The Complete Cardinal Guide to Planning for and Living in Retirement” and the accompanying “Workbook”!
Contact Us.
Form Submission - Retirement Income Page
Buy Our Book.
Call (919) 535-8261 today for a FREE quote comparison of more than 30 companies!
Making Medicare (and retirement) Easy
Our site and our agents are here to give you valuable, unbiased information about your Medicare choices. Find out more info about Parts, Plans, and prescriptions quickly.
Support for Life
We provide lifetime assistance with your insurance policies. We're here to help you sort through the statements, resolve unpaid claims, and search for affordable options that fit your needs. You are not in this alone.
We work for you, not the insurance companies
No more having to find the only guy in town who sells for one insurance agency. At Cardinal, we are licensed in all 50 states and D.C. with clients in every location. We sell for over 30 insurance companies, and can get you the best priced plan for your needs.
Office Locations:
Durham Office
2530 Meridian Parkway, Suite 100
Durham, NC 27713
(919) 535-8269
Charlotte Office
8307 University Executive Park Dr, Suite 252
Charlotte, NC 28262
(704) 412-6494
Connect with us:
Medicare experts paired with financial planners - CFPs®, fiduciaries, required to put our clients first.
