"Flooring"

The Income for Life Model software enables you to create income strategies with a flexible allocation to "flooring."

Dynamic "Bucketing"

Create income strategies with as few as two or as many as nine segments. It's the ultimate in flexibility to customize your clients' retirement.

Funding and Tracking

Memorialize the funding of your income plans and then track their progress relative to the originally projected results.

Only The Income for Life Model offer HumanRobo, the incredible way to educate and motivate prospects online.

Get Exclusive Marketing to Grow your Practice

See The Income for life model

Find your best success in retirement income. It's easy.

Since 2005, The Income for Life Model has been the industry's leading solution for advisors looking to achieve outsized success in retirement income distribution planning. Make 2018 your best year yet. Serve retirees with a superior solution for achieving retirement security.

Contact us.

​Contact Robin Macchia.
Email: [email protected]

75 Arlington St.
Boston, MA 02116
1-781-989-5200
Information on this site is for use by financial advisors and broker-dealers only. (C)Copyright 2018 Wealth2k, Inc. All rights reserved.