Free Retirement Income Strategy
How Retirees with $500K+ Are Creating Tax-Efficient Paychecks They Can't Outlive
What specific dollar amount hits your account every month for life — no matter what the market does?
5 questions · 3 minutes · No obligation
We'll ask about your retirement timeline, savings range, and income needs — nothing sensitive.
[Advisor Name], [Credentials]
Retirement Income Specialist · [Company Name]
Accepting New Clients
$6K–$15K avg. annual tax savings
0 clients ran out of money
About 3 in 10 people I meet with become clients. The other 7 walk away knowing their real number. That's worth something too.
real results
Same Income. More In Their Pocket.
Robert & Linda
Ages 64 & 62 · $850K in IRAs
+$572/mo
Same $6,500 gross income
Tax bracket dropped 24% → 22%
Patricia
Age 71 · Widow · $1.4M in IRAs
+$800/mo
IRMAA eliminated
$187K+ lifetime savings
Richard
Age 66 · Engineer · $1.3M saved
+$917/mo
$11K/yr he didn't know
he was leaving on the table
David
Age 72 · Waited 7 years
–$200K
7 years of withdrawals
with no distribution strategy
"I thought I had time. I thought I'd figure it out. I didn't realize how much I was losing every year I waited."
— David, 72. Retired at 65. Spent 7 years without a distribution strategy.
Cost of waiting: $200,000+
5 questions · 3 minutes · No obligation
We'll ask about your retirement timeline, savings range, and income needs — nothing sensitive.
real results
Same Income. More In Their Pocket.
Your Paycheck — Guaranteed for Life
A Protected Income Account that pays you every month. Tax-efficient — only gains are taxed. Principal shielded from market losses.
This is what gave Robert & Linda their $2,337/mo guaranteed floor.
Your Emergency Fund — Fully Liquid
6–12 months cash. Tax-free access. No withdrawal = no taxable event.
Your Growth + Legacy — Long-Term
Invested for growth. Strategic withdrawals for tax optimization. Untouched 10+ years.
Robert & Linda's $350K in Bucket 3 is on track to double by 80.
Your Free Analysis
What You'll Walk Away With
Your income gap — what you need beyond Social Security
Your tax leakage number — how much you're losing unnecessarily
Your real after-tax take-home — what actually hits your bank account
Your 3-Bucket blueprint — same income, more in your pocket
Advanced tax strategies — Roth conversions, IRMAA mitigation, QCDs
No one asks you to buy anything on the call. No pressure. No decision required. Worst case: you spend 30 minutes and learn what you're actually keeping. Best case: you discover you could keep $500+/month more — for life.
5 questions · 3 minutes · If the numbers show we're a fit, you'll be invited to schedule a free
45-minute Retirement Income Analysis. Value: $800. Your cost: free.
[Advisor Name] · [Credentials] · [Company Name]
This presentation is for educational purposes only and does not constitute financial, tax, or legal advice. Consult with a qualified professional regarding your specific situation. Results vary by individual circumstance. Guarantees are subject to the claims-paying ability of the issuing insurance company.