AARP Financial - Products & Services Overview

MUTUAL FUNDS FROM AARP FINANCIAL INC.

Our Funds — make investing simple.

You don't need to be an expert in investing. That's why we're here. And we've simplified it to three asset allocation funds and two income producing funds. Whether you're investing for retirement, vacation or college tuition, they may be all you need.

Investing, simply for you
Whether you've still got 20 years to retirement, or entered it two years ago, we'll help you pick the fund that is right for you.
Minimize expenses
Keep fees low — by minimizing expenses, you may wind up with thousands more in your account.

RETIREMENT PRODUCTS FROM AARP FINANCIAL INC.

It's your retirement — make the most of it.

Giving yourself more options and opportunities in retirement is easier than you may think. We'll help you figure out how much you may need to invest. And explain how to create and manage your own Individual Retirement Account (IRA). AARP Financial is all about retirement.

Retirement Quick Check Calculator
Check to see if your retirement plan is on track
Turn Investments into Income
Provide yourself with an income stream even after you've stopped working

INSURANCE PRODUCTS FROM LEADING INSURANCE PROVIDERS AND ENDORSED BY AARP

Help protect yourself — and loved ones.

Insurance products endorsed by AARP have been specifically designed to meet the needs of Americans over 50. Based on your lifestyle and circumstances, they offer valuable coverage and benefits specifically for AARP members.

Competitive Rates
Life insurance and other features based on eligibility
Lifetime Income
Purchase an immediate annuity and you'll get a check in the mail every month for life.

BANKING PRODUCTS FROM CHASE AND ENDORSED BY AARP

Credit Cards

Credit cards from Chase and endorsed by AARP offer competitive rates and options.

Opportunities for AARP Members
Low APR, no annual fee and other benefits of opening an AARP Visa from Chase.

FINANCIAL ADVISOR SERVICES FROM AARP FINANCIAL INC.

The right plan — to reach your goals

When you're not sure how to reach your goals, a phone consultation with a Financial Advisor may be all it takes. From a quick review to a more in-depth look at your situation, your dedicated Financial Advisor will be able to provide you guidance right over the phone.

What's an IRA?
No question is too small for our Financial Advisors. So ask away.
Which mutual fund is right for me?
Our Financial Advisors can help you decide what may be best for your situation.

ALL PRODUCTS

We provide access to a variety of services. You'll find them all here.

From Investing to Insurance, and Banking to Guidance, you can find them here.

The Financial Advisors are investment adviser representatives of AARP Financial Inc., an investment adviser.

AARP Financial also manages provider relationships and performs quality control oversight for a wide-range of products endorsed by AARP that are made available as AARP member benefits, by independent providers.

While AARP endorses the services provided by AARP Financial Inc., AARP does not offer financial products or services itself and cannot recommend that you or any specific individual should purchase any particular product or service. AARP Financial Inc. is an investment adviser and a subsidiary of AARP.

The products and services you need.

Delivered as only we can.