60-year-old Couple With $1.3M Wants A Guaranteed $9,000/month in 3 Years

(don’t forget to checkout the video of this case study too)

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

✅ Christina & Brian are 60

✅ They want $9,000 of retirement income in 3 years

✅ They currently have no guaranteed income other than social security

✅ They have a $300,000 in stocks they want to keep invested

✅ They have $885,000 in retirement accounts (401k’s, IRA’s, etc)

✅ They have $200,000 in CD’s

✅ They will get $3,300/month from social security at 63

⭐️ Guaranteed Income Strategy ⭐️

✅ $831,000 will roll from their retirement accounts to an income annuity (This will be used first for income since it’s the worst money to leave to their loved ones)

✅ This will help diversify their portfolio by continuing to grow at a guaranteed rate inside the annuity with absolutely no market risk

✅ In 3 years it will produce $6,469/month of guaranteed, lifetime income (that will not be subject to any market volatility in retirement)

✅ This brings their total retirement income to $9,769/month

⭐️ Long-term Care Bonus Income ⭐️

✅ Their annuity provides almost $40,000/year of extra income for long-term care

✅ This income lasts up to 5 years and is included in their contract (no additional cost)

✅ Even if they exhaust their contract the long-term care benefit will continue & so will the guaranteed lifetime income

⭐️ Final Results ⭐️

✅ $9,769/month of guaranteed income + $40,000/year of supplemental long-term care protection + $554,000 of remaining assets that they can invest or spend however they choose 🍷 🏖️ ☀️

Let’s chat 💬😎