Financial flexibility to help meet your goals
Your savings goals will change over the years. You’ll need a financial tool with the flexibility to evolve with you at all points along your financial life cycle. Whether it’s saving for pre-retirement aspirations, income in retirement, or to leave money for your family or favorite cause, ClearFlex is built to meet your needs all along life’s journey.
Younger adults
Growth risk profile
Secure risk profile
Financial concerns and goals
Middle-Aged adults
Retirees
Conservative risk profile
Moderate risk profile
Pre-Retirees
On the following pages, we’ll look at two scenarios that highlight how ClearFlex can work for you…
11
Made with FlippingBook - Share PDF online