This is a Case Study of an actual client of ours, who is a 65 year old federal employee that wants to achieve a Guaranteed Lifetime Income starting at age 70. The options she had as a federal employee would have forced her to give up the ownership in her money, something she was unwilling to do.

This is what we proposed for her, which allows her to still own her money, and receive a Guaranteed Lifetime Income.

Client Current Age: 65

Deposit Amount: $500,000

Client Age When Income Begins: Age 70

Guaranteed Lifetime Withdrawal Payments: $59,460 per year

This is a Case Study of an actual client of ours who wanted a Guaranteed Lifetime Income and still keep control of his money. This is what we proposed, which allowed him to still own his money, and receive a Guaranteed Lifetime Income.

Client Age: 60

Deposit Amount: $151,000

When The Income Started: Age 63

Guaranteed Lifetime Withdrawal Payments: $14,026 per year.

This is a Case Study of an actual client of ours, who was 59 years old and wanted to achieve a Guaranteed Lifetime Income starting at age 66. This is what we proposed, which allows her to still own her money, and receive a Guaranteed Lifetime Income.

Client Age: 59

Deposit Amount: $50,000

Client Age When Income Begins: Age 67

Guaranteed Lifetime Withdrawal Payments: $5673 per year

This is a Case Study of actual clients of ours (Male age 62 and his Wife age 60), who wanted a Guaranteed Lifetime Income to last for both of their lives. This is what we proposed, which allows them to still own their money, and receive a Guaranteed Lifetime Income.

Client Ages: 62 and 65

Deposit Amount: $500,000

When The Income Started: Five Years from the Initial Deposit

Guaranteed Lifetime Withdrawal Payments: $45,373 per year.

This is a Case Study of an actual client of ours, who was 66 years old and wanted to achieve a Guaranteed Lifetime Income starting at age 67. This is what we proposed, which allows him to still own his money, and receive a Guaranteed Lifetime Income.

Client Age: 66

Deposit Amount: $400,000

Client Age When Income Began: Age 67

Guaranteed Lifetime Withdrawal Payments: $30,451 per year