Income priorities
Identify essential and flexible spending needs.
Retirement Protection
Bring retirement-income risks into one clear conversation.
Organize questions about income, liquidity, longevity, inflation, and market timing without starting from a product or a promise.
The short answer
Start with the questions that affect your income
Write down expected income sources, essential expenses, cash you may need soon, and the risks you want to discuss. Ask for a clear explanation of any fees, access restrictions, guarantees, and alternatives before considering a product.
Understand the essentials
Questions worth reviewing together.
Liquidity
Keep near-term access and emergency needs visible.
Longevity and inflation
Discuss how a long retirement and changing costs affect the plan.
Fit and tradeoffs
Review who an approach may help—and who it may not fit.
Common questions
Let’s clear things up.
What is the best first step for retirement protection?
Start with your goal and the facts that are most important to your situation.
Do I have to be ready to choose?
No. A first conversation can focus on education and next questions.
Can MIP review my current information?
Yes. Starting with what you already have helps keep the conversation relevant.