NovaEsta — Your Guaranteed Retirement Income Assessment
Free · No Obligation · Takes 3 Minutes

Find Out Exactly How Much
Guaranteed Lifetime Income
Your Savings Could Generate

If you have $250,000 or more saved for retirement, you may qualify for a guaranteed income strategy that pays you — and your spouse — every month for life, no matter how long you live or what the market does.

🔒 Encrypted & confidential · Licensed specialists only · A-rated carriers · No obligation

$0
Cost to find out
3 min
To complete
1 day
To your projection
A-rated
Carriers only
Sound familiar?

The Retirement Worry
Nobody Talks About Enough

You spent 30 or 40 years doing everything right. You saved. You invested. You didn't splurge. And now you're looking at your retirement accounts — 401(k), IRA, whatever you've built — and you're doing the math.

How long will this actually last?

Most financial plans assume you'll live to 85 or 87. But what if you live to 93? Or 97? What happens to your income in year 25 if the market takes a hit — like it did in 2000, or 2008, or 2020 — right when you need it most?

This is the fear that keeps a lot of retirees up at night. Not whether they have enough money right now — but whether it'll still be there in 15 or 20 years.

  • 📉Watching your portfolio drop 20–30% in a bad market year — and wondering how many years like that you can afford
  • The creeping fear of outliving your money — even with a "solid" savings balance today
  • 🤷Not knowing what your actual monthly income will be in retirement, because it depends on the market
  • 💸Seeing inflation quietly erode your purchasing power every single year
  • 👫Worrying about what happens to your spouse financially if you pass away first

The S&P 500 has averaged strong returns over decades — but a retiree who retired in January 2000 and withdrew 5% annually was out of money by 2012. Sequence of returns risk is real, and it's the risk most advisors underestimate.

None of this means you made bad decisions. It means the traditional approach — accumulate a pile, then draw it down and hope — has a real vulnerability that most people don't think about until it's too late to fix it.

There's a better way to structure the income side of retirement. And it's been used by pension funds, insurance companies, and institutional investors for decades. Most individual retirees just don't know it exists — or don't know they qualify.

Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

THE SOLUTION ════════════════════════════════════════════ -->
A different approach

What If a Portion of Your Savings
Could Pay You — Guaranteed — For Life?

A guaranteed income annuity is a contract between you and an insurance company. You allocate a portion of your savings — the amount is up to you — and in return, you receive a guaranteed monthly income payment. For life. Regardless of what the stock market does. Regardless of how long you live.

Think of it as building your own personal pension.

This isn't a new concept. Pension plans — the kind that used to be standard at every major employer — were essentially group annuities. When companies stopped offering pensions and switched to 401(k)s, they shifted all the income risk to the employee. An annuity lets you take some of that risk back off the table, on your own terms.

What a guaranteed income strategy can do
  • Create a floor of income you cannot outlive — even if you live to 100
  • Protect your principal from market downturns in the years you're drawing income
  • Provide joint-life coverage so your spouse continues receiving income after you're gone
  • Grow tax-deferred until you're ready to start receiving payments
  • Potentially increase your total monthly income versus drawing from a portfolio directly
  • Leave a death benefit to your heirs if you pass away before your projected payout

Not every annuity product is right for every person. Rates, features, and payout amounts vary significantly between carriers and product types. That's why the first step isn't to buy anything — it's to understand what your specific situation would look like with an actual projection.

That's exactly what our free income assessment gives you.

Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

HOW IT WORKS ════════════════════════════════════════════ -->
The process

How Your Free Income
Assessment Works

Three simple steps. No financial jargon. No pressure. Just a clear picture of what your retirement income could look like.

1
Complete the 3-minute assessment below Answer eight short questions about your age, household, savings, and what matters most to you in retirement. No account numbers, no social security — just enough to build your profile.
2
A licensed specialist reviews your profile One of our independent income specialists — licensed in your state and working only with A-rated carriers — reviews your answers and builds a personalized projection based on current rates from multiple carriers.
3
You receive your income projection Within one business day, your specialist reaches out with a side-by-side look at what your monthly income could be under different strategies. You ask questions. You decide if it makes sense. There is no obligation to move forward.
Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

PROOF ════════════════════════════════════════════ -->
By the numbers

Real Results for
Real Retirees

Here's what retirees in our network have seen when they added guaranteed income to their retirement plan.

$6,800
Average additional monthly income
Generated by retirees with $1M+ in savings who added a guaranteed income layer
A-rated
Carriers only — always
We work exclusively with top-rated insurers. Nationwide, Pacific Life, Athene, American Equity, and more.
100%
Independent specialists
Our advisors are not captive agents. They shop the entire market to find the best rate for your situation.
$0
Cost for your assessment
The income projection, specialist review, and consultation are completely free. No strings attached.
★★★★★

"I was skeptical at first — I'd heard annuities were a bad deal. But my specialist walked me through exactly how the product worked and what I'd actually receive. I now have $4,200 coming in every month guaranteed, regardless of what the market does."

— Robert M., 69 · Dallas, TX · Retired educator
★★★★★

"My husband passed two years ago and I was terrified about making the wrong financial decision on my own. The NovaEsta team never pushed me. They just showed me the numbers. I finally feel like my income is secure — for as long as I live."

— Patricia L., 72 · Naples, FL · Retired nurse
★★★★★

"We had about $800K between our two IRAs and weren't sure what to do in retirement. Our specialist compared five different products across three carriers. We ended up with a joint-life payout that covers both of us — no matter which of us goes first."

— Tom & Sandra K., 66 & 64 · Phoenix, AZ
★★★★★

"I did the 3-minute quiz expecting nothing. What I got was a side-by-side comparison of four different strategies and a specialist who spent 45 minutes on the phone answering every question I had. Zero pressure. I can't recommend this enough."

— James W., 63 · Charlotte, NC · Early retiree
Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

WHO IT'S FOR ════════════════════════════════════════════ -->
Is this right for you?

You May Be a Strong Candidate
If Any of These Apply

A guaranteed income strategy isn't right for everyone — and an honest specialist will tell you that upfront. But if any of the following describe your situation, it's worth taking 3 minutes to find out.

You may qualify if you
  • Are between 55 and 80 years old and either retired or within 10 years of retiring
  • Have $250,000 or more in savings, an IRA, 401(k), or other retirement accounts
  • Want a guaranteed income floor that doesn't depend on the stock market
  • Are concerned about outliving your money or leaving your spouse without income
  • Have not yet started drawing Social Security and want to coordinate your income strategy
  • Are looking for a way to reduce your tax burden in retirement

You don't need to know anything about annuities before you take the assessment. That's what the specialist is for. All you need to know is whether you want a more predictable retirement income — and if you're reading this, you probably do.

Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

GUARANTEE ════════════════════════════════════════════ -->
Our promise

What We Commit To You

🤝
No Pressure. No Obligation.
No Commission Hidden in Your Advice.

Our specialists are independent and fiduciary-minded. They are paid only if you move forward with a product — and only after you've had every question answered and decided it's right for you. If a guaranteed income strategy doesn't make sense for your situation, your specialist will tell you that directly. We'd rather you leave with clarity than with a product that isn't the right fit.

Common questions

Things People Ask
Before They Apply

Are annuities safe? I've heard mixed things. +
The safety of an annuity depends almost entirely on the financial strength of the insurance company backing it. This is why we work exclusively with A-rated carriers — companies with decades of track records and billions in reserves. The annuity products we work with are backed by the carrier's general account, and most states also provide guaranty association protection up to certain limits. Your specialist will walk you through the specific carrier ratings during your consultation.
What's the catch? Why is the assessment free? +
There's no catch. We provide the assessment at no cost because the way we earn revenue is through carrier compensation when a client moves forward with a product — similar to how a mortgage broker works. If you complete the assessment and decide an annuity isn't right for you, you pay nothing and owe us nothing. We'd rather build trust and have you refer someone than pressure anyone into something that isn't a fit.
How much money do I need to have saved to qualify? +
Our specialists work with retirees who have $250,000 or more in investable assets. This can be spread across multiple accounts — an IRA, a 401(k), a brokerage account, savings, or any combination. You don't need to move all of it. Most clients allocate a portion of their savings to the guaranteed income strategy and keep the rest invested or in liquid accounts.
What if I already have a financial advisor? +
Many of our clients already work with a financial advisor. In some cases, their existing advisor simply doesn't specialize in guaranteed income products — it's a specific area of expertise. Getting a second opinion on the income side of your plan is always worthwhile, and we're happy to work alongside your existing advisor if that's your preference.
What happens to my money if I pass away early? +
This is one of the most common concerns — and one of the most important things your specialist will address. Most modern annuity products include death benefit provisions, return-of-premium riders, or joint-life options that protect your spouse and can pass remaining value to your heirs. The specific options depend on the product and how you structure it. Your projection will show you exactly what happens in different scenarios.
How long does the process take from assessment to income? +
The assessment itself takes about 3 minutes. Your specialist will follow up within one business day with a projection. If you decide to move forward, the application and underwriting process typically takes 2–4 weeks depending on the carrier and product. For some immediate annuity products, income can begin within 30 days.
Get My Free Income Projection →

Free · No obligation · Takes 3 minutes

QUIZ EMBED — anchor: #assessment ════════════════════════════════════════════ -->
Your free income assessment

See What Your Savings
Could Generate — In 3 Minutes

Answer eight short questions and a licensed specialist will send you a personalized income projection within one business day. No cost. No obligation. No spam.

If you have $250,000 or more saved for retirement, you may qualify for a guaranteed income strategy that pays you — and your spouse — every month for life, no matter how long you live or what the market does.

🔒 Your information is encrypted and never sold. · Licensed specialists only. · A-rated carriers.