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Three-Step Retirement Planning with an Income Annuity

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 & Sewer  
Home & Car Repairs  
Clothing  
Food & Beverage  
Medical / Dental  
Charitable Contributions  
Emergency Fund  
College Fund  
Travel Fund  
Miscellaneous  
Total Fixed Expenses  
Subtract Social Security Check  
Net Monthly Fixed Expenses