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Frequently Asked Questions

Will I have dozens of people calling me?

NO, your information is only shared with one Increasing Income Annuity expert who will provide you with your options.

Do I have to meet with someone? Do I need to buy anything? Will something be sold?

Not face to face. Our Increasing Income Annuity consultants will meet with you over the phone or zoom to explain the options and help you make a good decision.

How much time does it take?

The initial conversation is just 10-15 minutes for us to create a comparison report for you.

Am I going to get a ‘hard sell’

No, we have thousands of people contacting us each month, so there is no need to pressure anyone. We only work with people who want our help.

How are Increasing Income Annuities different from regular income annuities?

Most all regular annuities give a fixed income for life, this locks in the income and a specific level for as long as you live. The problem is inflation at just 3.5% cuts your money in half every 15 years, so you are simply guaranteeing your lifestyle will go down. Increasing income annuities give you the ability to have your income go up even after you retire.

What makes Increasing Income Annuities work?

A process called progressive hedging that few companies can actually do, takes advantage of an inhouse hedging desk that allows the annuity company to create significant gains and pass those along to you in your retirement income.

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