Yellow and black table with quote, date 6/9/2023, and cost of $500,000.

An Insured Retirement

is The Freedom To :

correspondence

Step 3: Measure. When income guarantees exceed rate guarantees. Yellow text and measuring tape on a gray background.
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Woman with long hair looking upward, hand on chin, thoughtful expression.

If you are Spending $$$, Which Plan Will Survive the Longest?


SEE CHART
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Blue graph shows increasing financial returns with

High Market Caps Locked in for Term

SEE CHART
Orange banner:
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Doctor pointing at

Potential Long Term Care Benefits


SEE CHART

The Cost of

$$ LOST INCOME $$

When

Delaying the Purchase

of Your Annuity

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Green downward arrow.
Green downward arrow.
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7. Losing Income to

Market Risk

(click to enlarge below)

Risk of saying no: A financial infographic showing a man with a thumbs-down, comparing portfolio withdrawals with S&P returns and annuity income.

Market Losses

Affect Future Income 

SEE HOW MUCH
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8. Losing Income to

Loss of Mortality Credits

(click to enlarge below)

Risk of saying no: A financial infographic showing a man with a thumbs-down, comparing portfolio withdrawals with S&P returns and annuity income.

UN-INSURANCE =

Missing Growing Benefits 

SEE HOW MUCH
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9. Losing Income to

Lower Starting Premium

(click to enlarge below)

Risk of saying no: A financial infographic showing a man with a thumbs-down, comparing portfolio withdrawals with S&P returns and annuity income.

PREMIUM BEING SPENT NOW =

Lower Income Later 

SEE HOW MUCH
Man in suit, surprised expression, pointing forward with both hands, looking up.

Agent Charm Offensives Can be  Tempting...


But Really...

What Rate Is In It

for You !?