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