The Annuity Institute
You're booked · Market Crash

You're all set, James.

Age 60–64 · estimated $750k in portfolio assets (from your survey answers)

You're booked

You're set with Rich on Friday, June 19 at 11:00 AM ET. Nothing to do now but watch the short clips below before your call.

1 Start here · 0:26

0:26
The drop you can't control — and the floor that doesn't.
A guaranteed floor
$X,XXX+ / mo
Your real number depends entirely on your situation — that's what Rich walks through on the call.

2 Watch 2008 happen · 0:27

0:27
A 37% drop takes a 59% climb to get back.

3 Two more ideas

Swipe through these two.

4 Put it together · 0:27

0:27
The part that rides, and the part that stays put.

5 What your 30 minutes covers

📅 Friday, June 19 at 11:00 AM ET 📞 Rich calls you
⏱ 30 minutes 🛒 Nothing to buy

In Friday's call, Rich runs your real numbers — how much of your savings could sit behind a floor that never drops — and tells you straight whether it even fits.

What to have handy
  • Rough account balances — ballpark is fine
  • Your target retirement year
That's it. Rich brings everything else.

6 Questions worth asking

Bring this

Questions to Ask About Lifetime Income

No homework here. Just print this or pull it up on your phone, and Rich will walk through each one with you on the call.

  1. How does a lifetime income rider work, and what's the guaranteed payout structure on the product you'd recommend?
  2. What carriers do you recommend for someone my age, and why those specifically?
  3. What are the surrender charges and how long do they last?
  4. What happens to the contract if I pass away early? Does anything go to my beneficiary?
  5. Can you walk me through a sample illustration for the dollar amount I'm considering moving?
  6. Once income starts, can market drops affect the monthly check at all, or is it fully locked in?
  7. If the market crashes the year I issue the contract, does that change anything about my guaranteed payout?
Rich is reviewing your answers before the call.
So you won't waste a minute on basics. Just be somewhere quiet, with a few minutes to talk — Rich takes it from there.
📅 Friday, June 19 at 11:00 AM ET
Add this to my calendar

Prepared by The Annuity Institute

Hypothetical and for illustration only. Based on historical S&P 500 index movement (2000–2013); not a prediction or a specific product. Recovery times and the $3,750/month withdrawal path reflect index history and illustrative arithmetic — the past is not a promise of the future. 0% floor strategies typically cap upside; figures exclude fees. Any guarantee is subject to the claims-paying ability of the issuing company. Not investment advice.