James, here's what your $750k is really telling us

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

All figures assume ≈$750k — the midpoint of the range you selected, not an exact balance. Your specialist runs your real numbers on the call.

▸ Pick the time for your call with Rich — takes 30 seconds

1 The run-out number, explained · 0:41

0:41

When does a 'safe' $750k actually run out?

2 Watch it happen

AGE 65

🏦 Your $750k savings

Paid out$0then $0/yr — for life

∞ Guaranteed income

Paid out$0

Identical deposits — until age 87.

And the odds you're alive at 90? About 1 in 3.

3 The income gap, explained · 0:58

0:58

Social Security covers about half. Then what?

4 Your turn

Here's the fix — in four taps.

If you retire around 65, how long should your money need to keep paying you?

Go ahead. Tap a number. Most folks pick more than they think.

One number left to run, James. We held back your exact floor on purpose — Rich runs it with you, live. A focused 30 minutes. Book my call with Rich to get my real number

Prepared by The Annuity Institute

Hypothetical, for illustration only. Assumes an illustrative $3,750/mo ($45k/yr) drawn on ~$750k; not an offer or a description of any specific product. Longevity odds approximated from SSA period life tables; joint odds assume two 65-year-olds. Inflation example assumes ~3%/yr; budget and Social Security figures are illustrative national approximations. Any guarantee is subject to the claims-paying ability of the issuing company. Not investment advice.