The Income For Life Model


The Leading Retirement Income Solution


Three-Time Bank & Securities Industry Technology  Innovation Award Winner

The Income for Life Model   is the leading process-based retirement income solution. Award-winning planning software and unique business-development capabilities create a solution that helps thousands of advisory firms provide their clients better retirement income planning.

Relied upon by thousands of successful income planning professionals, it's the #1 solution for retirement income distribution.


The Income for Life Model   attracts average investments of $1,080,000. It provides clarity and confidence to investors seeking reliable income.


The Income for Life Model   is the ideal solution for institutionalizing your firm's approach to the retirement income market. It enhances compliance, delivers consistent client outcomes, and creates unmatched context for product recommendations.