I'm planning to retire

Be prepared - the retirement income planning checklist

It's your journey. We'll help you navigate it.

Many people are prepared enough to start a saving and investing program for their retirement. Far fewer know how to turn their accounts into the income stream they'll need in retirement.

Watch this short video for some tips!

Late career or retiring

You may be thinking that you’ve reached the end of your journey – well, not exactly. You’ll continue to have to make important financial decisions as you finally retire.

  • Assess your current investments and pension plan.
  • Determine when your assets, pension and retirement savings will allow you to retire.
  • Meet with your Horace Mann representative to make sure you are on track and ready.
  • Put your retirement income strategy into action.
  • Keep plans in place to prepare for the expected and unexpected.


Whatever stage of your career you are in, Horace Mann will be there every step of the way to help you plan and execute your retirement income strategy. We have the tools, resources and expertise to help you get to the retirement of your dreams.

Resources library

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Retirement Calculators
Access a number of savings and retirement calculators for smarter choices.
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Asset Allocation Worksheet
Learn how you can divide your savings allocations among different assets, such as stocks, bonds, and cash, factoring in your tolerance for risk.
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Investment & Market News
Check out our resource page with educational links to some of our fund companies.

Check the background of this firm on FINRA's BrokerCheck.

The information provided here is for general informational purposes only. The information should not be considered an individualized recommendation or personalized investment, tax or legal advice. Representative of HMII provide general information concerning retirement income planning. HMII and its representatives do not provide financial planning services.