Features and Benefits

Key Benefits
  • Delivers retirement security to clients, with maximum income from minimum assets while maximizing legacy
  • Allows advisors to provide complete retirement income solutions to their clients with minimal effort
  • Maximizes the revenue from each effort through high average ticket sizes and close ratios
  • Utilizes basic, stable, and non-controversial insurance products
  • Turnkey, web-based system customizable to an institution
Advisor Benefits
  • A great way to successfully position deferred income annuities and longevity insurance, leading to new sales opportunities
  • Once the income needs are addressed, the remaining assets can be positioned for consistent potential growth with deferred products
  • Other products, e.g. life insurance and LTC insurance, are more easily positioned for additional sales