What is your primary goal for this annuity?

Whether you want guaranteed income or growth without risk, this helps us match you with the right strategy.

Growth & Accumulation

Immediate Income

Future Income Planning

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Thousand of retirees helped

What monthly income range would you like from an annuity?

Annuities can replace your paycheck—providing predictable income for life.

Please choose an option

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Thousand of retirees helped

What are your reasons for considering an annuity?

Please select all that apply.

🛡️ Protect my principal from market crashes

💰 Generate guaranteed income for life

👨‍👩‍👧 I want to protect my money and leave it to my beneficiaries

I received a recommendation and want a second opinion

📈 Safe, steady growth without volatility

“I didn’t want to gamble with retirement. This helped me protect what I’ve built.”

– Cynthia, 62, Florida

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What kind of annuity features are you most interested in?

Please select all that apply.

Guaranteed Fixed Rate (Like a CD, but tax-deferred)

Market-Linked Growth (Upside potential with zero loss)

Maximum Growth Potential (Full market exposure with risk)

Guaranteed Income Now (Turn savings into a paycheck)

I'm not sure — Help me decide

Learn More Below:

If you need help understanding what each of these are, please learn more below.

Fixed rate (MYGA)

Best for: Safety & Predictability.

How it works: Works like a CD but tax-deferred. You get a guaranteed interest rate for a set period (e.g., 3, 5, or 7 years). Zero market risk.

Indexed (FIA)

Best for: Growth without Worry.

How it works: Your interest is linked to a market index (like the S&P 500). If the market goes up, you share in the gains. If the market crashes, you lose nothing.

Variable (VA)

Best for: Aggressive Growth.

How it works: You invest in sub-accounts (like mutual funds). You have full market exposure, meaning you can lose principal if the market drops. Fees are typically higher.

Immediate income (SPIA)

Best for: Instant Paychecks.

How it works: You trade a lump sum for a guaranteed income stream that starts right away. It’s like buying your own pension.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What's most important for your retirement income plan?

Please choose an option

Income for myself only

Income for me and my spouse (Joint Life)

Ensures your spouse keeps getting paid even after you pass away.

I want to maximize what I leave to my heirs

I want to explore all options

"61% of Americans say their biggest retirement worry is not having enough monthly income."

– Source: Transamerica Center for Retirement Studies

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What's your current age?

We use this to calculate accurate payout rates.

Insert Age

Please specify an age

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Thousand of retirees helped

Who is this annuity plan for?

Just me

Me and my spouse

"92% of retirees say guaranteed lifetime income gives them more confidence in retirement."

– Source: Alliance for Lifetime Income

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What's your spouse's age?

Add a short description to support it.

Insert Age

Please specify an age

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Thousand of retirees helped

What age do you plan on retiring?

Timing matters—locking in income early may increase your guaranteed payout in retirement.

Please choose an option

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Thousand of retirees helped

Will you need to access this money in the next few years?

Understanding your liquidity needs helps us recommend products with the right amount of flexibility for you.

Please choose an option

Certain annuities offer liquidity features—helping you access money without penalties when life happens.

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Thousand of retirees helped

How much do you have saved for retirement?

This helps us determine if you are on track to meet your retirement income goals.

Please choose an option

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Thousand of retirees helped

How much are you looking to put into an annuity?

Most experts recommend allocating 20–40% of your portfolio to guaranteed income.

Please choose an option

Investing even a portion of your assets into an annuity can safeguard your retirement from market downturns.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

Where is the money you're using to purchase the annuity coming from?

This determines the tax status of your annuity.

Please choose an option

IRA, 401(k), or 403(b)

Savings, Checking, or Brokerage

Inheritance or Trust

I'm not sure

Rolling over funds from IRAs or 401(k)s into annuities is a common way to protect and structure income.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What is your current total monthly household income (before taxes)?

Please choose an option

Understanding your current income helps us match your future income goals more accurately.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What are your approximate monthly household expenses?

Include debt payments, utilities, and groceries.

Insert Expenses

Please specify an answer

Knowing your real monthly needs helps ensure your retirement income is reliable—not guesswork.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What is your approximate total Net Worth?

Please include real estate, home equity, savings, and all investment accounts.

Please choose an option

Even high-net-worth individuals use annuities to reduce risk and stabilize income.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

Are you concerned about tax implications related to this annuity?

Tax treatment can vary based on account type and withdrawal timing.

Yes, I want to minimize taxes

No, not a major concern

Not sure — I need advice on this

Annuities grow tax-deferred—meaning more of your money stays working for you until you need it.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

How would you describe your health/longevity expectations?

Please choose an option

Excellent — I expect a long life

Average — I'm generally healthy

Below Average — I have some health concerns

If you live longer than expected, annuities ensure you never outlive your money.

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When making an important financial decision, which of the follow matters MOST?

Please choose an option

Having a clear, predictable plan I can rely on

Choosing the option that produces the strongest results

Feeling confident it supports my family and long-term security

Understanding the details, data, and how everything works

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When making an important financial decision, which of the follow matters MOST?

Please choose an option

Choosing the option that produces the strongest results

Feeling confident it supports my family and long-term security

Understanding the details, data, and how everything works

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When making an important financial decision, which of the follow matters MOST?

Please choose an option

Having a clear, predictable plan I can rely on

Feeling confident it supports my family and long-term security

Understanding the details, data, and how everything works

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When making an important financial decision, which of the follow matters MOST?

Please choose an option

Having a clear, predictable plan I can rely on

Choosing the option that produces the strongest results

Understanding the details, data, and how everything works

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When making an important financial decision, which of the follow matters MOST?

Please choose an option

Having a clear, predictable plan I can rely on

Choosing the option that produces the strongest results

Feeling confident it supports my family and long-term security

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What is your biggest concern when making a financial decision?

Please choose an option

Things not going as planned

Missing out on a better opportunity

Making the wrong decision for my family or future

Not having enough information to feel confident

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

When working with a financial professional, what do you value most?

Please choose an option

A clear, step-by-step plan

Direct recommendations and next steps

Someone who understands my goals and concerns

Detailed explanations and supporting data

Secure & Private - No Spam, No Obligation

Thousand of retirees helped

What state do you reside in?

Annuity rates and product availability vary by state. This helps us find the best match for you.

Select

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First Name

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Last Name

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Phone number

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Thousands of retirees helped

Thank you, @First-name!

Your annuity analysis is now being generated.

Your results should arrive within 5 to 20 minutes, so watch your inbox and be sure to check your spam or junk folder if you don’t see it.

Our technology scans tens of thousands of annuity products to identify options that may fit your situation.

But this is just the first step.

To see exactly how much income your savings could produce, a licensed professional must run the official illustrations that show the income payments, guarantees, and long term projections.

If you'd like help reviewing the options our technology selected for you:

Schedule a call with a licensed advisor to walk through your results and see how your savings could be converted into guaranteed lifetime income.

We're here to help you make confident, informed decisions about your financial future.

What is your primary goal for this annuity?

Whether you want guaranteed income or growth without risk, this helps us match you with the right strategy.

What monthly income range would you like from an annuity?

Annuities can replace your paycheck—providing predictable income for life.

What are your reasons for considering an annuity?

“I didn’t want to gamble with retirement. This helped me protect what I’ve built.”

– Cynthia, 62, Florida

What kind of annuity features are you most interested in?

Learn More Below:

If you need help understanding what each of these are, please learn more below.

What's most important for your retirement income plan?

"61% of Americans say their biggest retirement worry is not having enough monthly income."

– Source: Transamerica Center for Retirement Studies

What's your current age?

We use this to calculate accurate payout rates.

Who is this annuity plan for?

"92% of retirees say guaranteed lifetime income gives them more confidence in retirement."

– Source: Alliance for Lifetime Income

What's your spouse's age?

Add a short description to support it.

What age do you plan on retiring?

Timing matters—locking in income early may increase your guaranteed payout in retirement.

Will you need to access this money in the next few years?

Understanding your liquidity needs helps us recommend products with the right amount of flexibility for you.

Certain annuities offer liquidity features—helping you access money without penalties when life happens.

How much do you have saved for retirement?

This helps us determine if you are on track to meet your retirement income goals.

How much are you looking to put into an annuity?

Most experts recommend allocating 20–40% of your portfolio to guaranteed income.

Investing even a portion of your assets into an annuity can safeguard your retirement from market downturns.

Where is the money you're using to purchase the annuity coming from?

This determines the tax status of your annuity.

Rolling over funds from IRAs or 401(k)s into annuities is a common way to protect and structure income.

What are your expected sources of income in retirement?

A diversified income plan gives you more control—and reduces reliance on the market or government programs.

What is your current total monthly household income (before taxes)?

Understanding your current income helps us match your future income goals more accurately.

What are your approximate monthly household expenses?

Include debt payments, utilities, and groceries.

Knowing your real monthly needs helps ensure your retirement income is reliable—not guesswork.

What is your approximate total Net Worth?

Please include real estate, home equity, savings, and all investment accounts.

Even high-net-worth individuals use annuities to reduce risk and stabilize income.

Are you concerned about tax implications related to this annuity?

Tax treatment can vary based on account type and withdrawal timing.

Annuities grow tax-deferred—meaning more of your money stays working for you until you need it.

How would you describe your health/longevity expectations?

If you live longer than expected, annuities ensure you never outlive your money.

When making an important financial decision, which of the follow matters MOST?

When making an important financial decision, which of the follow matters MOST?

When making an important financial decision, which of the follow matters MOST?

When making an important financial decision, which of the follow matters MOST?

When making an important financial decision, which of the follow matters MOST?

What is your biggest concern when making a financial decision?

When working with a financial professional, what do you value most?

What state do you reside in?

Annuity rates and product availability vary by state. This helps us find the best match for you.

Almost done! Get your results

Thank you, @First-name!

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