Tuning Tips

noun: /seɡməntäləjē/the art of segment construction. Segment design can have a significant impact on plan funding requirements. In this tuning...

Tips on discussing de-risking opportunities with your clients.

Learn how breaking a client's income need into spending categories may eliminate a plan's funding shortfall.

Learn how to address the risks of this glidepath during retirement.

Learn how to tackle very long plans in the new IncomeConductor plan editor.

Show the income generated annuities by with income riders and the underlying value of the account.

Demonstration of how to quickly model different claiming scenarios in the plan editor.

A quick case study in how being overly aggressive in the short-term provides little risk-adjusted benefit to a plan's income.