Income Calculator

Easily Prove Annuity Validity

Built to avoid business disruption from the Department of Labor (DOL) fiduciary rule, this simple, easy-to-use software is designed to help you comply with the Impartial Conduct Standard. By utilizing this calculator, you can create customized reports to share with clients.

Features

1

Provides a client with a retirement gap analysis with before and after examples

2

Completed reports securely stored in document vault

3

Customized, white-labeled reports for your firm