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Years of Retirement

More than half of Americans fear not knowing if they’ll outlive their savings.* Don’t let your clients be one of them.

Which of these statements tells your clients what they actually need to know about their retirement?

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With CoPilot they will see how many years their retirement savings will buy, not just an account balance. It's about knowing where they stand and being able to buy more years with just one click.
 

 
 

To help your customers count their years, get started today.

 

*Retirement Savings Fears Grip Americans: 'I Don’t Have Enough', CNBC, 2014.

CoPilot is a bundled retirement service and is not an independent entity. Services for CoPilot are provided by PAi, PAi Trust Company, Inc. and Employer Retirement Investment Advisors, LLC, (eRIA) all of which are affiliated business entities under common control and ownership interest. Investment advisory services are provided by eRIA, an SEC registered investment adviser. eRIA’s Form ADV Part 2A (Client Brochure PDF) is also available by contacting eRIA at 877.357.7031. Any other business entities referenced are independent of and not under common control with any of PAi, PAi Trust or eRIA.

This information is distributed for educational purposes and is not to be construed as an offer, solicitation, recommendation, or endorsement of any particular product, security or service nor should it be construed as financial, legal, tax or investment advice.

The Years of Retirement calculator is for illustrative purposes only. The estimates provided through this calculator are inherently uncertain and are not, in any way, a guarantee of future results.