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How to Get Started

Use the information below to help you determine how much of your retirement nest egg to annuitize.
 Determine Income Gap  

Identify your monthly income from various sources such as social security, pension, and other income. Then identify your fixed expenses and calculate the difference. If fixed expenses exceed income sources, the result is an Income Gap. Take the Income Gap amount and use the Annuity Income Calculator.

 
 Use the Annuity Income Calculator

Enter your age, gender and whether the annuity is for you alone or joint with another annuitant. Then either (a) enter your desired monthly income amount, or (b) enter a lump sum amount that you want to convert into income. Estimates for several of the immediate income annuity options available through Income Solutions® will be provided along with a definition. You may want to try calculating several scenarios before determining which best meets your personal circumstances.

 
 Request Quotes

After you have an idea of what your needs are and which annuity option(s) may make sense for you, request quotes by clicking on Annuity Quotes and follow the steps outlined. Quotes from participating insurance companies will be provided on an apples-to-apples basis. Should you elect to make a purchase; the insurance company you choose will contact you to finalize the paperwork. There is no cost to request quotes and no obligation to purchase.

 
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INCOME SOLUTIONS is a registered trademark of Hueler Investment Services, Inc.
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