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    Retirement Income Strategies

    To develop a financial strategy for your future, it's important for your financial professional to see a complete, 360-degree view of your financial picture, including how your retirement assets are integrated and work with one another. Our financial strategies and asset management services use a broad range of investment and insurance solutions to help you meet financial goals. We can work in concert with tax professionals or attorneys in your or our network to advise you on specific aspects of your financial strategy.

    One drawback to a longer life is the greater possibility of outliving your savings — creating all the more reason to develop a retirement income strategy designed to last a longer lifetime. Sixty-one percent of Americans surveyed said they were more afraid of outliving their assets than they were of dying.2

    A significant loss in the years just prior to and/or just after you retire could negatively impact the level of income you receive over the course of your life. In fact, if a loss occurs earlier in life, there is also the chance that you may have more time to recover (versus a loss occurring later in retirement). Why? Simply because a smaller pool of assets is left to sustain you throughout your retirement years and your assets may not have as much time to recover.

    We can help you design a retirement income strategy that uses appropriate insurance based vehicles to create opportunities for long-term growth as well as guarantee* income throughout your retirement.

    1Prepared by Ernst & Young Insurance and Actuarial Advisory Services practice. The analysis uses the Annuity 2000 mortality table with Scale G2 mortality improvements.

    2State of the Insured Retirement Industry: 2012 Recap and a 2013 Outlook, Insured Retirement Institute

    *Guarantees are backed by the financial strength and claims-paying ability of the issuing company and may be subject to restrictions, limitations or early withdrawal fees. Annuities are not FDIC insured.

    Your investment advisor is not permitted to offer, and no statement contained herein shall constitute tax or legal advice. You should consult a legal or tax professional on any such matters.

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    "Building Your Fiscal House To Weather The Elements"


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    We help create retirement income strategies for people in or nearing retirement so their retirement income lasts as long as they do.
    We are an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives.

    Mark Arola holds California insurance license No. 0D69128. Arola Associates Financial & Insurance Agency is a business holding California license No. 0i72722.

    The "10 Things to Know About Planning Your Retirement Income" Report is provided for informational purposes only. It is not intended to provide tax or legal advice. By requesting this report you may be provided with information regarding the purchase of insurance products in the future.

    Guarantees and protections provided by insurance products including annuities are backed by the financial strength and claims-paying ability of the issuing insurer.

    CA License # 0D69128

    Investment Advisory Services offered through Global Financial Private Capital, LLC, an SEC Registered Investment Advisor