Tools and Calculators
Variety of interactive financial tools for any life scenario
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College Savings
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Where do I begin? It's remarkably easy to estimate how much money your children are likely to need. Connect to our College Cost Calculator, project college costs and take the first step in creating a realistic college savings plan.
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Retirement
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Am I Saving Enough? Provide simple answers and this tool responds to the question, are you saving enough? Then, evaluate factors you can change (how much you currently save, how long you will work) and the ones that are beyond your control (inflation, tax rates) for a complete picture.
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Extending Retirement
Talk to your financial adviser about an annuity's ability to provide a base level of lifetime income. This can help you manage the retirement challenges of rising inflation and having enough money to last for an extended retirement.
Retirement Concepts »
Estate Planning for Everyone
Some people think that estate planning is only for the wealthy. But it doesn't really matter how much or how little you have accumulated.
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Savings Calculators
To choose the best option for you, consider each plan's benefits
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Make it Last
Which financial products can help you prepare now for the challenges in retirement? Annuities offer benefits of tax deferral, but so do tax-advantaged retirement plans. However, annuities also offer distinct product features, such as guaranteed income for life and death benefit guarantees.*
Annuities Learning Center »
Insurance
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Cost of Care No matter how financially secure you are, the cost of long-term care could severely impact your life's savings. That's why long-term care insurance can help provide the protection you and your family need. Visit the Website » |
Investments
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Investment Goals Do you know what the most popular investment goals for all mutual funds investors are? According to the Investment Company Institute (ICI), a national association of investment companies, retirement planning is first and college savings is in the number two position.* If this sounds like your situation, you're clearly not alone. Use our calculators to make sure you are on track.
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IRA Calculators
Tools that can help determine how to reach your goals.
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All guarantees are subject to the claims paying ability of the issuing insurance company.
Related Resources
Annuity Calculators
Do you have the right strategy in place? Take the mystery out of annuities; start with your financial goals and needs.
 | Annuity Calculators |