Indexed Annuity Secrets
Your Free Annuity Starter Guide
Three video modules to build your foundation on indexed annuities, retirement income, and whether an annuity is right for your situation. Watch at your own pace—no pressure, just education.
Your Path to Retirement Clarity
Start with the three free modules below. When you are ready to go deeper, unlock the full Blueprint—advanced modules, interactive tools, and a dedicated advisor.
Watch the Free Modules
Three short videos that build your foundation on annuities, income gaps, and retirement planning.
Unlock the Blueprint
Ready for more? Get 5 advanced modules, 5 interactive tools, and printable guides for just $99.
Run Your Numbers
Use the interactive tools to get personalized results—your income gap, your risk score, your annuity match.
Meet Your Advisor
Blueprint members get a dedicated advisor assigned to their account—ready when you are.
Annuity Starter Guide
Start with three free modules that build your foundation. When you are ready to go deeper, unlock the full Annuity Readiness Blueprint.
Annuity Starter Guide
The foundation — 3 modules to build your base understanding
The Biggest Mistake People Make With Annuities
The income gap nobody talks about — and why getting sold is not the same as being guided.
What an Indexed Annuity Actually Does
Principal protection, market participation, and income riders — explained in plain English.
The 3 Questions You Must Answer Before You Buy
Your income gap, your commitment horizon, and whether you actually need guaranteed income.
The Annuity Readiness Blueprint
5 advanced modules + interactive tools — unlock with the full Blueprint
Do You Actually Need an Annuity?
Your income gap, when annuities make sense vs. when they do not.
The Suitability Filter
Age, timeline, risk tolerance — does an annuity actually fit?
How to Compare Annuities Correctly
What actually matters when comparing options side by side.
Red Flags, Traps & Sales Tactics
How to spot pressure tactics before you sign anything.
The Decision Framework
Your final gut-check before moving forward.
Books, Tools & Resources
Your free book is ready to download. The five interactive tools unlock with the Annuity Readiness Blueprint.
Indexed Annuity Secrets
Your free copy of the book that started it all. Read it, bookmark it, share it.
Your Income Gap Number
Input your expenses and income, see the exact monthly gap you need to close before you retire.
The Right Fit Finder
Answer 6 questions, find out which annuity type actually matches your situation.
Your Retirement Report Card
Get letter grades across 5 risk categories — see where your plan is strong and where it is exposed.
The 20-Point Red Flag Scan
Check your current plan against the 20 warning signs advisors look for first.
Your Retirement Readiness Score
One number, 0–100, that tells you exactly how prepared you are and what is holding your score back.
Printable Reference Guides
Included with the Blueprint — take these to any advisor meeting
The Pre-Signature Checklist
10 questions to ask before you sign anything — plus 5 questions every advisor must answer.
The Annuity Buyer's Guide
Every major annuity type explained in plain English — growth, income, LTC, and Roth strategies.