GuaranteeMe
GuaranteeMe
GuaranteeMe empowers financial professionals to show how off-the-shelf products can help clients meet guaranteed retirement income needs. Our simple questionnaire takes only minutes to complete, and toggleable assumptions and variables make on-the-fly scenarios simple and easy. The application reveals how a specific income product of your firm’s choosing can complement Social Security benefits to deliver the lifetime guaranteed income that each client needs to maintain their standard of living.
Key Features
Personalized longevity and Social Security projections included
Embed your off-the-shelf products into actionable in-app solutions
Advisors help achieve goals in one client meeting
Branded to your firm and/or built into your platform
How Your Products Are Positioned in the App:
- Personalized guaranteed retirement income goal is set
- Social Security income deducted to reveal their funding need
- Your product integrated into projection to show required investment today
- Annuity payments shown in graph and table to fund guaranteed income need