Your report · Income for Life

How long your money actually lasts, Margaret

Age 63 · ~$500k mostly in CDs & savings

✓ Your call with Debora is locked in — Fri, Jun 13, 11:00 AM

1 Debora explains · 0:20

The one number most people never run

0:20

▶ Debora: “When does a ‘safe’ $500k actually run out?”

2 Watch it happen

Two accounts. The same $2,500 lands in both — every month.

AGE 65

🏦 Your $500k savings

Paid out$0then $0/yr — for life

∞ Guaranteed income

Paid out$0

Identical deposits — until age 87.

Then one account has nothing left to send. From 65, the odds you’re alive at 90: about 1 in 3.

3 Debora explains · 0:35

The deposits looked identical. They weren’t.

0:35

▶ Debora: “The $2,500 that quietly becomes $1,380”

Same check, every month. By 85 it fills about half the cart.

4 Your turn

How long do you plan to be alive?

Planning for

If either of you lives to 90

80 87 90 95 100

Savings plan

−$90k

Guaranteed income

$750k

5 Debora explains · 0:30

Social Security covers half. Then what?

0:30

▶ Debora: “Where the other $2,500 comes from”

You already trust one check that never quits. The second one isn’t built yet.

6 Your meeting with Debora

How much income can your $500k actually produce?

Your exact monthly number depends on your age, your spouse, and when you turn it on. Debora runs your real figure on Friday’s call — and shows what stays liquid and what your kids would still inherit.

📅 Fri, Jun 13 · 11:00 AM 📞 Debora calls you ⏱ about 30 minutes

1Your exact monthly numberWhat your $500k can pay — single or joint, starting when you choose.

2What stays liquidWhat you can still reach any time — for the furnace, or the grandkids.

3What your kids inheritWhat passes to them — Debora shows where that number comes from.

Have handy

Your rough monthly spending
What’s in CDs & savings — ballpark is fine

That’s it. Debora brings everything else.

Nothing to buy on the call. Just your numbers, finally run.

You’re all set, Margaret. Debora has your numbers. Fri, Jun 13 · 11:00 AM. Add to calendar

Hypothetical, for illustration only. Assumes an illustrative $2,500/mo ($30k/yr) drawn on ~$500k; not an offer or a description of any specific product. Longevity odds approximated from SSA period life tables; joint odds assume two 65-year-olds. Inflation example assumes ~3%/yr; budget and Social Security figures are illustrative national approximations. Any guarantee is subject to the claims-paying ability of the issuing company. Not investment advice.

Design rationale

Round 2 — what was added

Format expanded to a rhythm: video → race → video → slider → video → meeting. Three Debora VOs, all teaching in voice + motion, zero new paragraphs.
VO 2 — inflation (0:35): the same $2,500 pill vs a shrinking “buys” bar: $2,500 → $1,860 (75) → $1,380 (85), honest 3%/yr math. Opens the “income that steps up” loop — unresolved.
VO 3 — the SS gap (0:30): $4,400 budget − $1,900 Social Security = the same $2,500 from the race. Reframe: she already trusts one check that never quits.
Skipped go-go/slow-go: a third concept diluted the single thread — one number, $2,500: will it arrive, will it keep up, where does it come from.
New close — “Your meeting with Debora”: chips (when / she calls you / 30 min), 3-item agenda, two-line “have handy,” absorbs the approved loop box. Built purely for show rate.
Approved blocks untouched: race pacing, married toggle + joint odds, slider, VO 1 timings.
Generic VO engine: per-video tracked timers, scrubber sized to each duration, auto-reset to a “↺ Watch again” poster. Replay-safe everywhere.
New tracks: vo2_play, vo3_play alongside the original five.