Income Discovery in the News

Income Discovery in the News

Advisors4Advisors
Income Discovery puts advisors in control of a powerful toolset for forecasting income streams of bond ladders and annuities as well as broadly diversified securities portfolios, a practice area where professionals must focus on more often as Baby Boomers require safe withdrawal strategies. Andrew Gluck in Advisors4Advisors

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WSJ Market Watch
Gone are the days when you can just wing it in retirement. Today, more than ever before, you have an opportunity to create the most optimized stream of income in retirement. Don't leave your precious hard-earned money on the table. Take advantage of the software (Income Discovery) available... Robert Powell in WSJ Market Watch

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Financial Advisor
"Some comprehensive financial programs can do some, if not all, of what Income Discovery does, but most can't do it as effortlessly, and most can't illustrate on one screen the interplay of the four factors as well as their effect on the income portfolio"

"It allows you to get right to the heart of income distribution planning with minimal data input, and it clearly illustrates, in real time, the impact that changing one factor has on the other elements of a plan." Joel Bruckenstein in Financial Advisor

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InvestmentNews
...a solid starting point to address the challenge of building a multi-product or multi-vehicle retirement income plan that incorporates annuities.
Any adviser comfortable with working in a spreadsheet program such as Excel will have no trouble understanding the gist of how the Income Discovery interface is laid out.

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Income Discovery, much more than just annuities
I got to see first hand through the online demonstration how a user can add, edit or delete the rows on Income Discovery very easily. Davis Janowski in InvestmentNews

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This program does all that is advertised and is getting better all the time. Helps greatly in illustrating how risk can be reduced, while at the same time increasing retirement income. ... It's given me a great way my charitably inclined clients how they can increase their giving without sacrificing their lifestyle. Rick Herndon, CPA, PFS, CFP Arizona
Retirement Income Journal
Retirement Income Journal says Income Discovery is more sophisticated than alternative income planning software.

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Our CEO was quoted in an article related to retirement income and annuities in Boston Globe. Boston Globe

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