62-year-old Couple Can’t Lose ANY Money & Needs Additional $3,000/month in 4 Years

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

⭐️ Here are the details ⭐️

✅ Jack & Jill are 62

✅ Jill has a pension that will pay $2,500/month at 66

✅ They need at least $9,000/month of guaranteed income

✅ The market has them nervous & they can’t afford to lose ANY money

✅ They have $400k in a 401k & $300k in an investment account

✅ They are interested in using a long-term care policy as part of a tax-free wealth transfer strategy

✅ They will get a total of $3,500/month of social security starting at age 66

⭐️ Supplemental Income Strategy ⭐️

✅ To guarantee $3,000/month in 4 years they will need to put $381k into an income annuity now

✅ This completely removes market risk & provides an 8.25% annual return on their future income

✅ They can choose to delay this income, allowing it to continue to grow

✅ This leaves them $319,000 of additional spending money that can continue to grow until needed

⭐️ Results at age 66 (Retirement) ⭐️

They will have exactly $9,000/month of guaranteed income + $402,000 of flexible spending money in retirement 🤯

⭐️ Bonus Long-term Care & Tax-free Transfer Strategy ⭐️

✅ They will put $150k into a long-term care policy that they have complete accessibility to

✅ This will steadily grow the cash AND the long-term care benefit at approximately 4–7% per year

✅ They will have doubled their money immediately for long-term care protection OR for their family (if something were to happen to them)

✅ By the time they are 80 they will have approximately $700k of long-term care protection….

AND….

If it’s not used for long-term care they will be able to transfer approximately $700k to their loved ones…

Completely tax-free!

Let’s chat 💬😎