Start the Conversation with Our Income Gap Calculator
Let’s keep your start to 2024 going strong.
Take the opportunity to connect with your clients on their
- Needs
- Concerns
- Plans for the Future
Use our client-facing Income Gap Calculator as your conversation icebreaker. With this easy-to-use, step-by-step calculator, you can highlight potential gaps between guaranteed income and expected retirement expenses in a snap.
How it works:
Our Income Gap Calculator collects three types of information:
- Basic Demographics (like age)
- Retirement Expenses
- Sources of Retirement Income
PLUS: The calculator returns a colorful chart highlighting potential gaps and suggests possible options – and compiles it all into a convenient report.
Now with client-specific information at your fingertips, you have a conversation roadmap on how guaranteed lifetime benefits offered by fixed index annuities like the IncomeShield™ series can provide a strong foundation for stable retirement.
Start using it with your clients today.