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USAA Life Insurance Company and USAA Life Insurance Company of New York

Living in retirement

Learn how we can help you feel more confident about your retirement plan.

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Preparing for retirement

Video Duration: 1 minute 17 seconds

Introduction: Elapsed time 0 seconds [00:00]

Hi, I'm Tony and I'm a retirement income specialist with USAA. Retirement is a highly anticipated time in many people's lives. It's your time to focus on the things you want. It's also a time that requires planning. After all, today's retirees can expect to enjoy retirement freedom for an average of 20 years or more.

Are you prepared: Elapsed time 18 seconds [00:18]

While plenty of material exists on how to save for retirement, there is not much advice on how to transition your nest egg into a retirement paycheck. True freedom in retirement comes from being able to do what you want when you want. Aside from saving, are you prepared to live your best life in retirement?

What to expect: Elapsed time 35 seconds [00:35]

We are here to help. Together we will spend time understanding your needs, wants and wishes in your retirement years. We will develop a strategy that will help you navigate unforeseen risks providing a more enjoyable retirement. There are many risks to consider such as changes to Social Security, overspending, inflation and unexpected medical expenses.

Your first meeting: Elapsed time 56 seconds [00:56]

In our meeting, we will confirm if you're on track, if you can retire early or need increased savings to cover a shortfall. We want you to come away feeling confident about your retirement income strategy.

Speak with a specialist today: Elapsed time 1 minute 7 seconds [01:07]

Schedule a call for a time that's convenient for you or call us directly at 800-531-3392.

Description of visual information: [Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.] End of description

End: Elapsed time 1 minute 17 seconds [01:17]

Learn more about planning for retirement.

Whether you’re just starting to save or well on your way, we can help you create a plan to live the life you want in retirement. Check out our tips and tools to make sure you’re on the right track.

Learn more about retirement income

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Making decisions around retirement and Social Security

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Watch video: Making decisions around retirement and Social Security
View all retirement planning videos

Ready to talk retirement?

Set up a complimentary retirement review with our Retirement Income Specialists. They’ll talk to you about your financial goals and annuity options, and help you create a plan.

Start a conversation with a retirement income specialist

Call 800-833-9847

For TTY devices, dial 711

Hours of operation for our Retirement Income Specialists

Monday to Friday
7:30 a.m. to 7 p.m. CT
Saturday and Sunday
Closed

Note: Days and times may vary.

Related footnotes:

  1. An annuity is a long-term insurance contract issued by an insurance company designed to provide a retirement income stream for life. Once the contract principal is converted into an income stream, you will no longer have access to your principal as a lump sum. Terms, conditions, limitations and surrender charges may apply.

  2. Learn about USAA's use of Artificial Intelligence at usaa.com/ai.

    Life insurance and annuities provided by USAA Life Insurance Company, San Antonio, TX and in New York by USAA Life Insurance Company of New York, Highland Falls, NY. All insurance products are subject to state availability, issue limitations and contractual terms and conditions. Each company has sole financial responsibility for its own products.

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