This is a Case Study of an actual client of ours, who is a 65 year old federal employee that wants to achieve a Guaranteed Lifetime Income starting at age 70. The options she had as a federal employee would have forced her to give up the ownership in her money, something she was unwilling to do.

This is what we proposed for her, which allows her to still own her money, and receive a Guaranteed Lifetime Income.

Client Current Age: 65

Deposit Amount: $500,000

Client Age When Income Begins: Age 70

Guaranteed Lifetime Withdrawal Payments: $59,460 per year