Free Retirement Income Review
Will your retirement savings last as long as you do?
A free, no-obligation retirement income review with a licensed professional in your state. See where your income would come from once the paychecks stop — and how to make it steadier.
60 seconds · No cost · No obligation
- 100% free service
- Licensed professionals in your state
- Educational — nothing is sold on the call
- No obligation
The Problem
A 401(k) tells you what you have. Not what you can spend.
Most people retiring today won't have a pension. That means the savings built over forty years has a new job: paying a reliable income for twenty-five or thirty years — through good markets and bad.
Yet most retirement statements answer only one question: what your accounts are worth today. The harder questions go unanswered.
- How much can you safely spend each month?
- What happens if the market drops early in your retirement?
- Will your spouse be okay?
How It Works
The RetireShield Income Review
Three steps. About thirty minutes. No documents required to start.
Step 1
Answer a few questions
A 60-second questionnaire about where you are on the road to retirement. No paperwork, no account statements needed.
Step 2
Talk with a licensed professional
We connect you with a professional licensed in your state for a free 30-minute review by phone or video. Educational, specific to your situation, no pressure.
Step 3
Get your income picture
Leave with a clear view of where your retirement income would come from, how long it lasts, and what options exist to make part of it predictable.
What You'll Learn
Thirty minutes. Four answers most people never get.
- Where your monthly income would actually come from once you stop working
- How a market downturn early in retirement could affect your plan
- What options exist for income that arrives monthly, regardless of market conditions
- The questions worth asking before moving any money anywhere
Who This Is For
Built for people who did the saving — and now want the plan.
RetireShield is designed for people within about five years of retirement or already retired, with savings in 401(k)s, IRAs, or old employer plans — and who want clarity about turning those savings into dependable income. If any of these sound familiar, the review was built for you:
"I don't want to run out of money."
"I can't afford another 2008."
"I don't have a pension like my parents did."
Our Approach
Education first. Always.
No pressure, ever
The review is educational. What you do with the information is entirely up to you.
Licensed in your state
You're connected only with professionals licensed where you live.
Plain English
No jargon, no fine-print surprises. If something can't be explained simply, it doesn't belong in your plan.
Why Trust Us
What we promise — and what we don't.
There is a lot of noise in retirement marketing. Here is exactly what RetireShield is, in plain terms.
Licensed professionals only
Every review is conducted by a professional holding an active insurance license in your state. If we don't have one where you live, we tell you instead of passing you along.
Free, with no obligation
The quiz and the 30-minute review cost nothing. There is no purchase required, ever, and no cost is introduced later.
Educational, not a sales call
The review explains where your retirement income would come from and what your options are. Nothing is sold during it.
We never sell your information
Your details go to us and to the licensed professional conducting your review — never to a lead marketplace and never to third parties for their own marketing.
Secure and encrypted
The quiz runs over an encrypted connection, and your answers are stored in a permissioned system only our team can access.
Independent — no government affiliation
RetireShield is a private company. We are not affiliated with, endorsed by, or connected to the Social Security Administration, Medicare, or any government agency.
RetireShield connects consumers with independent licensed insurance professionals. Insurance products, when discussed, are offered only by those professionals and only where they are licensed; availability and features vary by state. Nothing here is investment, tax, or legal advice. Read our Privacy Policy and Terms of Use.
Find out where you stand.
The review is free, takes 30 minutes, and could change how you think about the next 30 years.
See If You Qualify