Personalized optimal strategy to enhance the outcome in retirement

Enhance Retirement Outcome

Value Proposition

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

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

Implement Goals-Based Approach Using Income Discovery