Free. No signup wall.

Run the numbers.

Every “should I…?” about retirement has math underneath. These tools show you the math so you're not just taking somebody's word for it.

Retirement Income Gap Calculator

See if your guaranteed income covers your retirement expenses — and how an annuity could close the gap.

Compare after-tax returns between a multi-year guaranteed annuity and a bank CD side by side.

Estimate monthly lifetime income from a SPIA or FIA with income rider. Compare both side by side.

Inside the portal

These are the ones that take a few minutes and spit out something you can actually act on. Free account, no credit card.

Retirement Readiness Score

6-dimension assessment with personalized recommendations

Scenario Simulator

Build and compare multi-layer retirement strategies year by year

Sequence of Returns Stress Test

Survive the dot-com crash, 2008 crisis, and more

Decision Trees

Step-by-step interactive guides for annuity decisions

Takes 20 seconds

Ran the numbers. Now what?

Calculators are the opening move. Pick where this conversation goes next.