Client Break Down
Client Name:
Current Income (CI)
CI:
$
Military:
$
Spouse:
$
Income:
$
Additional Income:
$
Total:
$
GRI:
$
CI:
-
$
Difference:
$
Guaranteed Retirement Income (GRI)
Pension:
$
Pension:
$
Other Income:
$
Spouse:
$
SSA:
$
Military:
$
Subtotal:
$
Annuity +
$
(400k Annuity starts paying out at age 67)
Starting Age:
Total:
$
Estimate
Investment Income
1:
$
2:
$
3:
$
4:
$
5:
$
Total:
$
Bank / Money Market
1:
$
2:
$
3:
$
4:
$
5:
$
Transfer Investment
Total:
$