How much lifetime income will this money buy?

Your AI compares lifetime income. An income rider calculates and guarantees withdrawals under its rules. Check its charge and charge base.

1. 1.

   Ask your client: is the income for one of you, or both?

2. 2.

   Open a new chat. In ChatGPT Work, type @ and pick Annuities Genius. Paste the case.

   Copy

   Using Annuities Genius: I'm paid by commission. My clients are a married couple in Texas. He is 63 and she is 61 today, with $300,000 in an IRA rollover. They want income for life for both of them, starting when he is 66. Show the 3 best options with level income and the 3 best with rising income. Give the yearly income, rider fee and rating of each. Check each product's sales channel in its details, not its name, and flag any fee-based (Advisory) product. Date the tables. I decide.

   Date every figure. Mark every figure you worked out yourself. If you cannot reach Annuities Genius, say so and give no figure.

   Select the text and copy it.

3. 3.

   Compare the rider fee and the rating. Then read the sales channel your AI looked up for each.

   Fee-based (Advisory) products may be ranked first. Check you are allowed to sell each product before you show it.