Income Planning

Award-Winning Income Planning

Moving from the accumulation phase to the decumulation phase is the most crucial income planning issue.  Most people need to take the “pile of money” they saved for retirement and accomplish several important objectives:

  • Maintain standard of living
  • Maintain purchasing power
  • Maintain income throughout their entire life
  • Leave a legacy

We use award-winning technology with the Income For Life Model (IFLM) to generate inflation-adjusted income for life.

Learn More About IFLM

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