For Washington savers with $100,000 or more

A category of retirement options designed to help protect your principal.

Most people near retirement are never shown how it works, or told plainly when it isn't a fit. The free Retirement Protection Checkup covers both.

Question 1 of 6

About a minute

Where are you in your retirement journey?

(We ask because the answer changes completely depending on how close retirement is.)

One agent, not a call list. Your information goes to one licensed agent, never sold or resold to call centers.

Real licensing. Eric Lenhardt is a licensed insurance agent in Washington (license #740098). Not a "financial advisor," and honest about the difference.

Carrier strength you can check. The options discussed are contracts issued by insurance carriers rated by independent rating agencies: strength you can look up yourself.

Costs, plainly. The checkup and the review are free. Annuity contracts can carry surrender charges, market value adjustments and optional rider fees, and the review walks through each one.

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How it works

  1. Answer a few quick questions about where you are, what you've saved, and what matters most to you. About a minute.
  2. See your personalized result right away: where you stand, and whether this category of options is even worth your time.
  3. If it looks like a fit, book a free 30-minute review with a licensed agent. No cost, no obligation, and no pressure: it's a conversation, not a pitch.

Who you'd be talking to

Who I Am, 1 minute 21 seconds

I'm Eric Lenhardt, a licensed insurance agent in Washington (license #740098). I read every checkup myself, and I'm the person you'd talk to. Not a call center.

How I'm paid: if you ever choose a contract, the insurance company pays me a commission. You don't write me a check, and the review costs nothing either way.

Your information stays with me. It's never sold or resold. No spam calls or texts.

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