For a Full & Rich Retirement
tailored strategies for
your client’s unique needs
- Our recommended strategy delivers up to 20% higher safe retirement income than the client’s existing strategy.
- Among strategies with similar shortfall risk for a desired income, it selects the one that minimizes the total shortfall the client may face.
- For further selection among strategies with similar total shortfall, AIDA selects the one that maximizes average legacy bequeathed.
- Attractive benefits like these give our institutional customers a close rate up to four times higher with AIDA than typical income approaches.
investment allocation and various types of annuities
FOR INCOME DISCOVERY
Afraid, puzzled, uncertain of generating lifelong cash flow from their savings, millions more people are working past age 65. Powered by AIDA, Income Discovery allays those fears, boosting safe retirement income by 20%
- Determines current safe retirement income
Displays how to increase annual safe income by up to $20,000
PLUSDIGITAL EXPERIENCE •••••••••••••• PROFESSIONALLY TAILORED
- Prospect motivation: take the time to increase safe retirement income.
It delivers all of these benefits to your firm:
- Makes trustworthy recommendations
- Builds long-term relationships based on that trust
- Expands client base
- Increases retirement assets you advise on
- Helps you meet your fiduciary responsibilities
and profitable for your business.
- 1 Maximizes total safe retirement income up to 20%
- 2 Minimizes near-worst case total shortfall
- 3 Increases legacy 20-40%
- 4 Raises your close rate up to 4 times
- 5 Delivers a full and rich retirement to your clients