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The Income Gap Calculator

The number most pre-retirees have never calculated -- and the one that matters most.

Answer the questions below using your best estimates. You do not need exact numbers -- reasonable estimates are enough to reveal whether your retirement income has a structural gap.
Question 1 of 8
60
Question 2 of 8
Yes
No
Question 3 of 8
$3,500
Question 4 of 8
$5,200
Question 5 of 8
25 years
Question 6 of 8
Yes
No
Question 7 of 8
Good -- I am active and feel healthy
Average -- a few things to manage but overall fine
Concerned -- health costs may be significant
Question 8 of 8
Yes
No

Your Income Gap Analysis

Monthly Gap
$0
Annual Gap
$0
Lifetime Total
$0

Your Next Steps

1
If you received this by email: Navigate back and click the booking link to schedule your free 60-minute education session.
2
If you received this by text: Reply to your advisor and share what stood out to you. They will take it from there.
3
Pick a time that works for you on the calendar that appears.
4
Show up to your free 60-minute education session. No obligations, no sales pitch -- just annuity basics and answers to your questions.
5
Receive your free book after the session -- our way of saying thanks for your time.