General

Version 3 Product Guide

• Investment Strategies
• Investment Accounts
• Social Security Benefit Modeling
• Lifespan Based Planning
• Income Parameters
• Phases -- Inflation-Adjusting and Varying Income
See all 19 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
• Retirement Income Analysis Framework - Risk And Reward Metrics

Announcements

• ★ Income Discovery Pro Version 3 - New Features
• ★ 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