Tools to input their existing situation that goes well beyond there investable assets. Current and future income streams, expenses, tax evaluation, lifestyle target in retirement.
Generate multiple solutions that will show the impact of income optimization, tax liability, inflation, target changes, and investment stategies. Add FIA income riders to show the impact that might have.
Review solutions and then test them for client survivorship, lifestyle changes, wealth transfer and inheritence modeling, long term care and other health issues. Identify and address gaps.
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