Retirement
Retirement & annuity basics
A simple, high-level overview and a clear next step — especially when annuities are part of your plan.
Schedule is fastest
At a glance
Who this helps
- People planning retirement income
- Those evaluating annuity basics (fixed or indexed)
- Anyone wanting a clear next step and timeline
What you get
- Clarify goals (income, timeline, risk tolerance)
- Understand when annuities may be relevant
- Get routed to the right next step
What to prepare (optional)
Bring what you have. If you’re missing items, start anyway — we can refine details later.
- Your target retirement timeline
- Rough account types (401k/IRA/etc.)
- Income goals (even approximate)
Common questions
Do I need an annuity?
Not always. The right answer depends on goals, timeline, and risk tolerance. We’ll focus on fit and next steps.
Speak with a licensed agent
Start with your state
We serve about 34 states. This quick check helps route you to the right next step — without wasting your time.
Tap your state
Start by selecting your state. Green states are currently served.
Served Not served
Tip: hover on desktop, tap on mobile.
Step 1 of 3
Best option: schedule a time to talk. It’s the fastest way to reach the right licensed agent.
Step 2 of 3
Step 3 of 3
Start by tapping your state (or choose it from the list).