Position your annuity’s role in protected retirement
Insurance carriers can use this calculator to showcase their income rider to advisors and agents.
Back the analysis with 150+ years of market data.
This Calculator Allows You To Compare Two Key Results
Why Annuity Wholesalers Love This Tool
Quickly model your own specific annuity’s guaranteed lifetime income
Just input your roll-up and payout rate in the calculator
With one click, compare how traditional portfolios fare taking out the same income
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This calculator provides hypothetical illustrations of annuity income and investment performance based on historical market data. The results are for informational purposes only and do not constitute financial, legal, or tax advice. Annuities are insurance products, not bank deposits, and are not insured by the FDIC or any federal agency. Guarantees are solely backed by the financial strength and claims-paying ability of the issuing insurance company. Actual annuity rates, terms, and benefits may vary by carrier and product. Investment portfolios are subject to market risk, including the potential for loss of principal. Past performance does not guarantee future results. Hedgeness Inc. is a software company and not authorized to sell any investment advice. Advisors should consult product-specific materials and client suitability requirements before making any recommendations. Read our methodology