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Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
Pulling IRS BMF, Form 990 filings, peer benchmarks, programs, people, and grants.
DBA: N/A
EIN 82-3782009 · Snapshot of IRS recognition, filing currency, financial health, and governance.
Help americans address the risk of outliving their retirement Income, so they can enjoy their retirement. Create awareness for the looming retirement Income crisis in America and advance solutions for the 64% of American households (80 Million) that are unprotected. Educate americans on how to avoid the risks of outliving their savings, with protected Lifetime Income from an annuity. Shift the retirement planning mindset from focusing solely on accumulating savings to one that includes protected Income. Create understanding for the critical role annuities play in a modern, comprehensive retirement portfolio.
Principal Officer
Jean Statler
Total Revenue
$4.2M
FY2024
Total Expenses
$4.9M
FY2024
Net Assets
$232K
Program Ratio
—
expenses on programs
Employees
0
Volunteers
5
Board Members
5
Voting
5
Independent
8 answers compiled from IRS Form 990, BMF, Pub 78, and the Auto-Revocation List.