1-2-3 Retirement Planning with a Fixed Income Annuity

Step #1

Size up the
Nest Egg

How much is available in savings, investments, pensions, and retirement accounts?  $____________

Step #2

Size up the
Monthly Expenses

Add up post-retirement monthly fixed expenses using the worksheet to the right (print PDF).  Then subtract the monthly Social Security retirement check.  $____________

Step #3

Request an Immediate Fixed Income Annuity Quote to cover net monthly Expenses.

We’ll take the net expenses from step #2 and shop for the best deal on a fixed immediate income annuity which will provide a guaranteed monthly paycheck equal to Net Monthly Fixed Expenses.  With fixed expenses covered on a guaranteed basis you are now able to invest the remaining nest egg with peace of mind in accordance with your client’s risk tolerance

Request a Quote