61-year-old Woman Earns A Risk-free 11.05% per year for 6 Years (with a 7.2% lifetime income payment)

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

💾 be sure to save for later 💾

⭐️ Here are the details ⭐️

✅ Michelle is 61

✅ She wants $10,000/month of retirement income in 6 years

✅ She has $200k in CD’s & $600k in her 401k

✅ She has a small pension that will pay $2,000/month at 65

✅ She will get $3,800 from Social Security at full retirement age

✅ She wants to leave $100k to each of her 2 nephews

⭐️ Risk-free Income Growth of 11%+ per year ⭐️

✅ Michelle will move $400k into an income annuity right now

✅ In 6 years the income value of that account will be worth over $750k (guaranteed)

⭐️ Electing Guaranteed, Lifetime Income Stream ⭐️

✅ Michelle’s annuity will pay 7.2% of $750k for the rest of her life

✅ This translates to just over $54,000 per year (even if she lives to 120)

⭐️ Total Guaranteed Income ⭐️

✅ Michelle’s Social Security & Pension will provide another $70k/year of guaranteed, lifetime income

✅ This brings her total income to $124k/year (or just over $10k/month)

🌟Final Results: $10k/month guaranteed for life + $400,000

🌟 BONUS TIP: Michelle can utilize this additional $400k however she would like:

🔥 As a supplemental, flexible source of retirement income

🔥 As a potential asset to be used in a Roth Conversion to leave tax-free money to her nephews

🔥 Or even as protection against a possible long-term care event in her later years

✨ Either way she has tons of security, protection from down markets & flexibility ✨

Let’s chat 💬😎