Personalized Longevity Estimates
It’s not always comfortable talking with clients about their longevity, but it’s the first step in creating a realistic income plan.
Obtain a personalized longevity projection with just a few simple questions to build confidence for you and your client.
When to most efficiently claim Social Security benefits is often top of mind for clients looking ahead to retirement.
Provide them with a claiming strategy to maximize their benefits and incorporate it into their plan with just a few clicks.