Income Discovery software helps

  • Find an optimum strategy that improves a client's outcome in retirement
  • Demonstrate in a side-by-side comparison the recommendation is in client's best interest
  • Comply with the DOL Fiduciary Rule

As investors approach retirement, they face a range of decisions.

The first is when to claim Social Security and Pension. The longer they wait, the higher the benefit.

The next decision is whether they should purchase annuities and if so, which type.

If essential expenses are met with Annuities and Social Security, can the remaining assets be invested aggressively?

Income Discovery

Facing uncertainty and no guidance, retirees
start with lower retirement income, hoping that
will keep them safe.

But the plan that appears to be safe is, in fact, not and they don't even know it. This is where Income Discovery helps.

Income Discovery

Income Discovery uses three levers to improve their plan.
The first is an appropriate Social Security claiming strategy that not only lends to stability to their plan, but it also increases their safe retirement income.

Income Discovery

The second lever used is the right mix of annuities and investments that further improves the safety of the plan and boosts the safe retirement income.

Income Discovery

The third lever Income Discovery uses is tax-sensitive withdrawal order paried with an account-by-account glide path.
All three levers collectively provide the client with high confidence for their retirement.

Income Discovery's proprietary one-click, personalized optimization utilizes all three levers to create a better outcome for the retiree.

Income Discovery

Income Discovery’s Value Proposition

  • Enhance Retirement Outcome
  • Comply with the DOL Fiduciary Rule
  • Demonstrate recommended annuities and investments are in the best interest of the client
  • Increase your sales
  • Scalably implement your institution's retirement income approach

We offer multiple tools and services to support the full business process for retirement income

Implement Goals-Based Approach Using Income Discovery

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