Confirmed
You're booked. Nice work taking the unhurried route.
A confirmation and calendar invite are on their way to your inbox. Your advisor is an independent licensed professional; you'll receive their name and background by email before the call.
What happens next.
Three things, all on your timeline.
Check your inbox
Your calendar invite is there now. Before the call you'll also receive your advisor's name, background, and license details, so you know exactly who you're talking to.
Skim the reading plan
Ten minutes with the three short guides below and you'll get far more out of the conversation. No homework required, but it helps.
Take the call
Twenty minutes on your income floor and tax picture. No product names, no rates, no paperwork, and you keep the Blueprint either way.
The Plain-English Income Plan™
Something concrete to walk away with.
The meeting isn't a sales appointment. It's a working session, and you keep the work. Whether or not you ever talk to us again, the Blueprint is yours.
Educational only. Any guarantee discussed is backed by the claims-paying ability of the issuing insurer and is not FDIC-insured or bank-guaranteed.
Your Retirement Income & Tax Blueprint
- Where your guaranteed income floor stands today
- Your three-bucket tax picture, mapped
- The specific questions to ask any advisor
- When an annuity or IUL fits, and when to walk away
Your reading plan
Three short reads before the call.
Plain English, honest, and quick. Read them in this order.
What an annuity actually is
The core trade in one sentence, the main families, and what an annuity is NOT.
Is it right for me?
Who tends to benefit, and just as important, who should walk away. Includes the red flags of a bad pitch.
The retirement tax picture
Your three tax buckets, RMDs, and the tax torpedo, so the tax talk on the call makes sense.
One promise before the call.
Nothing is sold on this call. No products are named, no rates are quoted, and there is no paperwork. If an annuity or IUL is the wrong fit for your situation, your advisor should say so plainly. So will we. Need to reschedule? Use the link in your confirmation email, or write to hello@annuityexplained.com.