Almost done

Your advisor will prepare your Income Floor Worksheet before the call. Pick the time that suits you.

1. Your income gap, on paper.
2. Whether an annuity fits at all.
3. Your worksheet, walked through line by line and yours to keep.

If an annuity is not right for you, your advisor will say so. The advisor calls your phone at the time you pick.

For households with $250,000+ in retirement savings. Complimentary. No obligation.