The Annuity Institute
You're booked · Income for Life

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, James.

Nothing to do now but show up — no homework, nothing to buy. This page just shows what you'll cover, so you walk in knowing what to expect and what to ask. That's how to get the most from your 30 minutes.

1 Start here · 0:38

The one picture worth thirty seconds.

0:38
Here's the math — and the one thing that changes it.

2 What we'll explore together

Three ideas, each in one picture.

3 Why a check that grows matters · 1:07

1:07
Why $3,750 today won't feel like $3,750 at 85

A good question for Rich: can the check be built to step up over time?

4 Where the second check comes from · 0:58

0:58
Social Security covers about half. The call covers the rest.

You already trust one check that never quits. The call is about building the second one.

5 What your 30 minutes covers

Here's exactly what to expect from Friday's call.

📅 Friday, June 19 at 11:00 AM ET 📞 Rich calls you
⏱ 30 minutes 🛒 Nothing to buy
1Getting to know youWhere you are today, what you want your retirement income to look like, and what you want this money to do.
2Whether this even fitsAn honest look at whether guaranteed income fits your goals. If it doesn't, Rich will tell you straight.
3Your real numberRich runs the actual monthly check your savings could produce — the exact figure we held back, run live with you.
4The next step, if it makes senseIf it makes sense, Rich walks you through what happens next — no pressure, no second sales call.
What to have handy
  • Your rough monthly spending
  • What's in CDs & savings — ballpark is fine
That's it. Rich brings everything else.

Nothing to buy on the call. Just your numbers, finally run.

6 Questions worth asking

Walk in with these in your back pocket.

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. What's the longevity assumption baked into the payout? If I live to 95 or 100, does the check truly keep coming?
  7. How does Social Security fit alongside this annuity income in my overall retirement paycheck?
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, 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.