20 minutes. No cost. No products pitched. Just a clear look at where your retirement income stands — and what your options are.
The initial call is 20 minutes. You share where you are — savings, income sources, timeline, key concerns. Tod listens and asks the right questions. By the end, you'll have a clear sense of whether a deeper engagement makes sense for you.
If it does, the next step is a full Retirement Income Analysis. If it doesn't, you'll leave with better clarity than when you came in. Either way, you're ahead.
Access your dashboard to view your policy details, run illustrations, or message the team directly.
Client Login →Run your own annuity illustration across multiple carriers using our quoting tool — no personal info required to start.
No products pushed. No pressure. Just a focused conversation about your retirement income picture.