Retirement Income Planning Software for Advisors

• Create more retirement income at less risk through smarter strategies.
  $3000 more annual income for Brady Family through Social Security deferral and use of annuities and bond ladder - Download case study $8000 more annual income for Robert Smith through tax optimized withdrawal order across accounts - Download case study
• One-click optimizer button to find the right allocation of bond ladder, annuities and portfolio model - build plans in less than 5 minutes.
• Justify the proposed strategy by presenting the performance of plans as
  the story of individuals, not as statistics. Read more

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