Free Retirement Planning Tools & Resources

Everything you need to understand annuities, calculate your retirement income, and make confident financial decisions—completely free, no obligation.

Interactive Calculators

Calculate Your Retirement Future

Use our free calculators to estimate your retirement income, compare growth scenarios, and understand how annuities can secure your financial future.

MOST POPULAR

Retirement Income Calculator

Estimate your future retirement income from annuities, Social Security, and other sources. See if your current savings can support your desired retirement lifestyle.

  • Estimate monthly retirement expenses
  • Factor in Social Security & pensions
  • Identify income gaps & solutions
Calculate Your Retirement Income Now

Fixed Indexed Annuity Growth Calculator

Compare potential growth scenarios for different fixed indexed annuities. Understand how market-linked growth and caps affect your account over time.

  • Compare different cap rates
  • Model market performance scenarios
  • See your downside protection
See Your Annuity Growth Potential

Lifetime Income Estimator

Find out how much guaranteed income an annuity could provide for life. Visualize monthly payouts versus your retirement expenses.

  • Calculate monthly guaranteed payouts
  • Single or joint life options
  • Immediate or deferred income
Estimate Your Lifetime Income Today

Tax-Deferred Growth Comparison Tool

Compare tax-deferred annuities against taxable investments over time and see how deferring taxes can boost growth.

  • Side-by-side tax comparison
  • See compound growth advantage
  • Long-term wealth projection
Compare Your Growth Options
Free Downloadable Guides

Expert Knowledge at Your Fingertips

Download our comprehensive guides and eBooks to learn everything you need to know about annuities and retirement planning.

ESSENTIAL GUIDE

10 Questions to Ask Before Buying an Annuity

Step-by-step guide to evaluating annuity products safely and confidently.

  • Surrender period details
  • Fee structures explained
  • Carrier strength ratings
Download Your Free Guide
POPULAR CHOICE

Fixed Indexed Annuities Explained

A plain-language explanation of FIAs, including pros, cons, and how they fit into retirement planning.

  • How indexing works
  • Cap rates & participation
  • Real-world examples
Get the FIA Guide
INCOME PLANNING

How to Maximize Retirement Income with Annuities

Learn strategies to turn your savings into reliable monthly income while protecting your principal.

  • Income laddering strategies
  • Social Security optimization
  • Tax-efficient withdrawals
Download Your Retirement Income Guide
LEGACY PLANNING

Legacy Planning with Life Insurance & Annuities

Discover how to protect your family and leave a financial legacy using annuities and life insurance.

  • Beneficiary designations
  • Death benefit options
  • Estate planning tips
Get Your Legacy Planning Guide

Download All 4 Guides + Bonus Retirement Checklist

Get the complete retirement planning toolkit delivered instantly to your inbox—absolutely free, no strings attached.

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Interactive Quizzes

Discover Your Perfect Annuity Match

Take our interactive assessments to find which annuity type aligns with your unique retirement goals and risk tolerance.

RECOMMENDED

Which Annuity Fits Your Retirement Goals?

Take a short quiz to find the annuity type that best matches your risk tolerance and income needs.

Pension plan. Senior couple consulting with insurance agent at wooden table indoors

Takes 3 Minutes

Quick questions about your goals and preferences

Instant Personalized Results

See which annuity types match your profile

Completely Private

No email required to see your results

Take the Quiz Now

Am I Ready for Lifetime Income?

An interactive assessment showing whether annuities can help you meet your retirement income goals.

Elderly couple reviewing life insurance policy documents, planning their future finances together on the sofa

Assess Your Readiness

Evaluate if guaranteed income fits your strategy

Income Gap Analysis

Identify potential shortfalls in retirement income

Next Steps Guidance

Get recommendations based on your situation

Start the Assessment
Educational Articles

Learn Everything About Annuities

Comprehensive guides with charts and plain-language explanations to help you understand annuities and make informed retirement decisions.

8 MIN READ

Types of Annuities: Fixed, Indexed, and Income Explained

Comprehensive guide with charts and plain-language explanations to help you understand each annuity type.

  • Fixed annuities for stability
  • Fixed indexed for growth potential
  • Income annuities for lifetime payments
Read the Full Article
6 MIN READ

How Annuities Protect You From Market Volatility

Learn how guaranteed income and principal protection help reduce market risk in retirement.

  • Principal protection explained
  • Downside risk elimination
  • Market-linked growth opportunities
Learn How to Protect Your Income
7 MIN READ

Planning for Healthcare Costs in Retirement

Explore how annuities can provide financial stability to cover unexpected healthcare expenses.

  • Estimate healthcare costs
  • Long-term care considerations
  • Income protection strategies
Plan Your Retirement Healthcare
5 MIN READ

Common Myths About Annuities

Debunk common misconceptions and get the facts you need to make confident decisions about annuities.

  • Myth: "You lose all your money"
  • Myth: "Annuities are too expensive"
  • Myth: "They're only for wealthy people"
Discover the Truth About Annuities

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We prioritize helping you understand your options before making any decisions.

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Personalized Service

Every recommendation is tailored to your unique retirement goals.

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Get your free personalized annuity comparison report and speak with an independent expert who can answer all your questions—no obligation, no pressure.

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