Case Study - Turn uncertainty into guaranteed retirement income
Fortiguard helped the Mills family secure their retirement by rolling over a 401(k) into a protected annuity with guaranteed lifetime income.
- Client
- Mills Family
- Year
- Service
- Retirement Planning, Rollover
Overview
The Mills family came to us with a common but serious concern — how to retire safely with their savings intact. They had spent decades building up a 401(k), but the idea of keeping that money exposed to market volatility made them nervous.
They needed income that would last, without the risk of outliving their assets. Our team helped them roll over their 401(k) into a fixed indexed annuity, ensuring a guaranteed monthly payout for life — and no more sleepless nights about the market.
With our guidance, they were able to preserve their wealth, avoid unnecessary taxes, and gain confidence in their financial plan.
What we did
- Rollover Planning
- Secure Annuity Design
- Income Strategy
- Tax-Efficient Setup
This case is why Fortiguard exists — to replace fear with certainty. We helped the Mills family go from anxious and confused to confident about their financial future.
Founder of Fortiguard
- Market exposure
- 0%
- Principal protected
- 100%
- Income duration
- Lifetime
- Tax-efficient rollover
- 0 Penalties