The Annuity Institute · Internal review

Three-Funnel Reports — June 16 build

The redesigned report-v2 set: crash SHOW rebuilt to the tax pattern, the whole VO corpus re-voiced Frank → Eric, and all six reports decluttered (exact figures live inside the videos, not in subcaps).

BOOK = the pre-booking report (no appointment yet, CTA to book). SHOW = the post-booking report (appointment confirmed). Fixture: 60–64, married, $500k–$1M, income-now. Tap a video poster to play the Eric narration. The Book my call CTA points at /booking-page and won't resolve on this static preview — that's expected.

Crash funnel

“Ride it out stops working at 60” — sequence-of-returns + the redesigned 2008 replay SHOW.

Crash · BOOK →pre-booking report Crash · SHOW →post-booking report

Income funnel

Outliving savings — the income gap and the floor that closes it.

Income · BOOK →pre-booking report Income · SHOW →post-booking report

Tax funnel

The IRS slice and the Social Security rule — animation-led SHOW.

Tax · BOOK →pre-booking report Tax · SHOW →post-booking report