USI Annuitiy

Income Needs Planner

Use this planner to help determine your future income requirements considering your current assets and expenses. This exercise will take you approximately 15 minutes to complete. In order to obtain the most accurate calculation of your future income needs, it would be helpful for you to collect and input the following information prior to completing the planner:

  • Most recent Social Security statement
  • Pension benefits statement
  • Recent saving/investment statements
  • Information on current bills and other expenses

Before exiting the planner, print out the results for your records. Go to “File” and then click “Print”. Once you have printed the document, close the window to return to this page. (We will not have visibility to any of the information that you provide. Once you exit the site, all of your information is deleted.)

Give Us a Call: 866-305-8846 - enter 3-digit code: 998

For more information or to start designing your income plan, call our trained annuity specialists on our Annuity Help Desk from 8 a.m. – 6 p.m. Eastern or email us at

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Important Disclosures: All guarantees are subject to the claims-paying ability of the issuing insurance company. USI receives a percentage of the revenue that is paid to Ash Brokerage by the insurance companies in connection with annuity placements. The above links are provided for your information only. Please note that content located on third party web sites is subject to change.