General

Version 3 Product Guide

• Variable Annuities
• Two-Step Verification for Your Google Account
• Social Security Benefit Modeling
• Signed Up for a Free Trial -- What Do I Do Next?
• Retirement Income Analysis Framework - Risk And Reward Metrics
• Pre-Retirement - Defining Salary, Savings and Living Expenses
See all 20 articles

Strategies - What Works and When?

• Comparison with Financial Planning Tools
• Presenting Plan Performance as a Story, Not as Statistics!
• Client Questions Income Discovery Can Help Answer

Announcements

• ★ DOL Fiduciary Rule Compliance Using Income Discovery
• Upgrades: Elimination of Strong Terms of Success and Failure
• Minor Upgrade - VA Benefit at different percentile

Feature Requests

• Sharing client income plans among user employees
• Existing Variable Annuities with GLWB or GMIB rider