Navigating Your Journey
to Retirement

Preparation can be key in securing a healthy financial future. Learn about strategies that can help accumulate, preserve, and distribute your wealth effectively to help you reach your retirement goals.



What Kind of Investor
Are You?

This quiz can identify how you view money and how you compare to other investors. Share your results with a financial professional so they can help you manage your money more effectively.

Take the Quiz

Sigma Pi Phi

Understanding the 3 Financial Planning Stages
Wealth Accumulation
Wealth Accumulation

Building wealth could give you the financial independence that many hope for. Use this checklist to put together an action plan to help accumulate your wealth.

Retirement Planning Checklist
Wealth Preservation
Wealth Preservation

Preserving your wealth is just as important as growing it. Find out how to help protect your loved ones and also explore ways to strengthen your overall plans for retirement.

The Role Life Insurance Can Play
Wealth Distribution
Wealth Distribution

How you choose to distribute your money could impact how long it lasts. Explore options that can provide guaranteed income after you retire.

Your Guide to Guaranteed Income

Visualize Your Retirement: Stories of Connection and Thriving

Talk to a Financial Professional

A financial professional can help you keep your plans on track and decide whether
Brighthouse Financial annuities and life insurance make sense for your goals.

Don’t have a financial professional?

Access Our Resources

Brighthouse Financial Logo

Trusted by more than 2 million customers and with over 2 million annuity contracts and life insurance policies in force,* Brighthouse Financial® is one of the largest providers of annuities and life insurance in the U.S.**