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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. Your confirmation email carries the meeting details for the time you pick.

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

This page is education, not advice, a recommendation, or a quote. Whether any annuity fits you depends on your full picture, which only a licensed professional can review with you. Annuity guarantees are backed by the claims-paying ability of the issuing insurance company. Annuities are not FDIC insured and not bank guaranteed.