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.