Consumer Study
TRIANGLE FINANCIAL STRATEGIES | RESOURCES
EY 2025 Study Holistic Planning
Download: The Surprisingly Small Number Behind Bigger Retirement Outcomes - A recent 2025 EY study found that shifting just a small slice of your portfolio into guaranteed strategies can boost retirement income or legacy value — without lowering your odds of success. How small? Download the free study to find out.
What You'll Discover
-
The exact allocation percentage EY's 2025 study pinpoints as the tipping point for stronger retirement outcomes — and why it's smaller than most people expect
-
Which guaranteed strategies made the difference, and how each one plays a distinct role in growing income or preserving your legacy
-
Why adding this small slice doesn't require giving up your probability of success — the study holds that steady while outcomes improve
-
Real case-study numbers showing the actual dollar impact at different allocation levels, so you can see exactly what's possible
Download Our No-Obligation
Consumer Study
Why adding some guaranteed solutions raises probabilities for success and lowers risk.
Disclosure
This material is for informational purposes only and is not a recommendation to buy any product. It references a 2025 EY study based on hypothetical simulations; actual results will vary. IUL and FIA are insurance products, not securities, and any guarantees are backed solely by the issuing carrier's claims-paying ability, not the FDIC. This firm is not affiliated with EY. Consult a qualified financial advisor before making financial decisions.
Not approved by, endorsed by, or affiliated with the U.S. Government or any governmental agency.