This Concept Page can be used to explain to your clients the importance and advantages of diversifying their retirement savings. It can further help you explain how those assets can be utilized to fund their retirement income giving them the flexibility required to make strategic withdrawals– all of which can help them manage their income (and taxes) during retirement. You may find it helpful to keep with your sample or technique book. This concept page is available as a selection in the Retirement section of Personal Planning Analysis (PPA) for use with your presentations.

General Use

 When in products are stock, all orders will ship as follows:

STANDARD ORDERS
- Orders submitted by 3:00 PM CST will ship the same day. 
- Orders submitted after 3:00 PM CST will ship the next business day.  

RUSH ORDERS
- Orders submitted by 4:00 PM CST will ship the same day. 
- Orders submitted after 4:00 PM CST will ship the next business day.

*Orders containing items on backorder will ship as a partial shipment per above with the backordered items shipping separately as the become available.

*Transit time will vary by destination shipping from Milwaukee, WI 53214.