Step #1

Size up your

Nest Egg

How much is available in savings, investments, pensions, and retirement accounts?  $____________

Step #2

Size up your

Monthly Expenses

Add up post-retirement monthly fixed expenses using the worksheet to the right (print PDF).  Then subtract your monthly Social Security retirement check.  $____________

Step #3

Request an Immediate Income Annuity Quote to cover net monthly Expenses.

We’ll take the net expenses from step #2 and shop our best companies for the best deal on a fixed immediate income annuity which will provide a guaranteed monthly paycheck equal to Net Monthly Fixed Expenses. 

With fixed expenses covered on a guaranteed basis you are now able to invest your remaining nest egg with peace of mind in accordance with your  risk tolerance.

Call for a quote today!

Dennis W. Walker

Phone:  860.767.1254

EMail:  dennisw655@aol.com

Monthly Expense Worksheet

Expense

Amount

Mortgage / rent

Home-equity loans

Car loan(s)

Taxes

Life Insurance

Long Term Care Insurance

Auto Insurance

Homeowners Insurance

Health Insurance

Heating

Electricity

Telephone

Water and sewer

Automobile

Clothing

Food and beverages

Medical / dental

Charity

Emergency fund

College fund

Travel fund

Miscellaneous

Total Fixed Expenses

Subtract Social Security Check

Net Monthly Fixed Expenses

Click for PDF of Expense Worksheet