Close Your Retirement Income Gap Before You Buy Any Product
Download the free Retirement Income Gap Decision Kit and turn uncertainty into a structured, testable plan in under 20 minutes—so every dollar has a job.
- Gap Calculation Worksheet
- Needs Classification Framework
- Product Match Matrix (SPIA | DIA | FIA | MYGA)
- Stress Test Checklist
- 5-Step Process Visual
Get Your Free Kit
Enter your details below. Instant access + 5-day clarity mini-course.
What You Get Inside the Retirement Income Gap Decision Kit
Each component is designed to eliminate guesswork and move you from vague uncertainty to a confident, testable plan.
Gap Calculation Worksheet
Pinpoint your monthly essential shortfall (or surplus) in minutes.
Needs Classification
Sort Essential, Lifestyle, and Legacy so dollars get the right job.
Product Match Matrix
See where SPIAs, DIAs, FIAs, MYGAs, and ladders actually fit.
Stress Test Checklist
Test longevity, inflation, sequence risk, survivor income, liquidity.
5-Step Process Visual
Simple framework to share with a spouse or advisor.
5-Day Email Mini-Course
Guided walkthrough so you actually finish and act.
Who This Kit Is For
- 3–10 years from retirement (or newly retired)
- Has savings—but not “income confident” yet
- Wants a framework before product decisions
- Values guarantees but also needs growth & flexibility
What Others Say
Real users of the framework (replace with compliance-approved testimonials).
Frequently Asked Questions
Is this a sales pitch?
No. It is the clarity framework we use before any recommendation. You keep the kit either way.
What happens after I opt in?
Instant download + day 1 email. Then a short 5-day mini-course guiding each component.
Can I finish it without an advisor?
Yes. If you want a Personalized Gap Report after, you can request it—optional.
Will you protect my data?
Yes. We never sell data. You can unsubscribe at any time with one click.
Ready to Turn Your Gap Into a Plan?
Download the kit free. If you get stuck, request a no-obligation Personalized Gap Report and we’ll walk you through structure, product fit, and stress tests.
