Mature Adults - Couples

Jeremy, 66, and Denise, 65, are a couple who have been married for forty-five years. They have 2 grown children and 3 grandchildren. They have retired and live on Social Security income. They have recently sold their home for $100,000 and have moved into a fixed income retirement community.

Jeremy and Denise's Concerns:

• Would like to have supplemental monthly income.
• Would like to provide monthly income for the remaining spouse in the event of one's death.
• Would like to leave each grandchild with $5,000 educational gift.
• Burial expenses.

SBLI Solutions:

• Guaranteed Golden^® - SBLI's guaranteed issue product for individuals ages 50 through 80 issued in amounts of $5,000, 10,000, or $15,000 . No health questions to answer and no physical exams are required. The premiums are affordable and builds cash builds every year.
• TaxSaver Annuities - Designed to provide a monthly benefit for life. Monthly benefit depends on amount of premium deposited and while your money is earning a competitive interest rate, it will grow tax deferred until you decide to receive additional monthly income.