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Explore Tools That Make Annuities Easier to Understand

Take a self-guided tour through calculators, downloadable guides, and educational media. Each resource is crafted to mirror the clarity and transparency you expect from leading carriers—so you can make decisions with confidence.

Interactive calculators

Use these tools to explore different income scenarios. Layer in taxes, inflation, and spending changes—then save your results and bring them to your conversation with Makonnen for deeper analysis.

Longevity Estimator
Estimate how long your income may need to last by factoring in health, lifestyle, and family history.

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  • Toggle healthy/average life expectancy assumptions
  • Adjust retirement age and monthly spending targets
  • Layer in confidence buffers for unexpected healthcare costs
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Retirement Income Gap
Compare projected expenses with known income sources to see how much guaranteed income an annuity may need to provide.

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  • Map expenses vs. Social Security, pensions, and current annuity payouts
  • Model COLA adjustments and inflation scenarios side-by-side
  • See how riders or joint-life options change the gap in real time
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Tax-Deferred Growth
Model how tax deferral inside an annuity can accelerate compounding relative to taxable accounts.

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  • Set starting balance, ongoing contributions, and growth with 0.25% precision
  • Compare taxable vs. tax-deferred growth with annual or monthly contributions
  • Export assumptions to share directly with Makonnen for a custom carrier comparison
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Downloadable guides

These resources break down complex topics into digestible steps. Check back for new additions as we expand the library.

Annuities 101 Handbook
A 12-page primer covering terminology, product types, and key questions to ask before you buy.

Download coming soon

Long-Term Care Planning With Annuities
Learn how income doublers and chronic care riders work, plus what to compare across carriers.

Download coming soon

Legacy Planning Checklist
Step-by-step instructions for naming beneficiaries, structuring joint payouts, and integrating trusts.

Download coming soon

Videos & articles

Learn at your own pace with media inspired by trusted industry educators. Each piece is curated to answer the questions Makonnen hears most often.

Video Library
Short lessons from Makonnen explaining index crediting, income riders, and how to read contract statements.

In production

Articles
Plain-language insights—real-world examples, Q&As, and strategy deep dives from Makonnen.

Read the latest

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Partner Resources
Recommended reading from industry leaders like Pacific Life, Athene, and other top-rated carriers.

In production

Want a custom analysis?

Share your calculator results or questions and Makonnen will prepare a tailored income blueprint—complete with side-by-side carrier comparisons and fee transparency.

Request a Personalized Analysis