Revenue Lab Launches Modern Annuity Options to Improve Retirement Planning – Buzz Credit score

These interactive annuity instruments assist purchasers completely consider and perceive how annuities work,
empowering them to make extra knowledgeable selections.

DENVER, September 16, 2024 – Revenue Laboratory, Inc. (Revenue Lab), maker of award-winning retirement earnings planning software program, immediately introduced the launch of its cutting-edge annuity modeling, comparability, and stress testing capabilities. Advisors can now incorporate annuities into retirement earnings plans and provides purchasers a complete view of how lifetime earnings can have an effect on their monetary lives. This new providing is designed to supply monetary advisors with superior instruments to obviously illustrate how annuities work, to check annuity choices, and to guage how annuities have an effect on how a lot purchasers can spend in retirement and the safety of that spending.

“Our new annuity options are a game-changer for the trade. Offering this sort of
complete, data-driven method to integrating annuities right into a retirement plan is
one thing no different tech agency is doing immediately. We imagine it will assist retirees obtain higher
monetary safety and peace of thoughts,” stated Johnny Poulsen, CEO of Revenue Lab.

The brand new annuity options combine seamlessly with Revenue Lab’s current suite of retirement
planning instruments, providing advisors the flexibility to:

• Customise Plans: Create customized retirement earnings situations that incorporate
  annuity earnings alongside different sources of retirement earnings, akin to Social Safety
  and funding portfolios, to see if an annuity is true for the consumer.
• Mitigate Danger: Assess the impression of annuities on total retirement danger by stress
  testing how an annuity would impression a plan throughout a number of the worst instances in historical past.
• Examine Annuity Choices: Consider totally different annuity choices head-to-head to see
  which performs higher during which environments.
• Optimize Revenue Planning: Assist purchasers establish what sort of annuity could (or could not)
  match their retirement objectives and danger tolerance.

Constructed for Innovation and Simplicity
The annuity options, powered by Revenue Lab’s superior analytics, provide an intuitive, consumer pleasant expertise. Monetary professionals and purchasers alike can now minimize by way of complicated jargon and complicated product designs to see how annuities have an effect on the core questions in retirement: what’s my retirement paycheck, and the way risky might that paycheck be? This sort of readability may help purchasers really feel assured of their selections about their retirement earnings technique.

“Understanding how an annuity may have an effect on a retirement plan could be difficult for each
advisors and purchasers. The brand new annuity options from Revenue Lab assist simplify this course of by
providing clear insights into how totally different decisions, like together with or excluding annuities, might
form retirement outcomes, serving to purchasers make knowledgeable selections,” stated Derek Tharp, Ph.D.,
CFP®, CLU® – President & Founding father of Acutely aware Capital.

Be a part of the launch webinar: Uncover Revenue Lab’s New Annuity Options for Complete Retirement Planning on Tuesday, September 24, 2024, at 10 am CT. Click on right here to register. For extra details about the brand new annuity options or to discover Revenue Lab’s full suite of retirement planning options, go to IncomeLab.io.

About Revenue Lab
Revenue Lab gives monetary advisors with cutting-edge software program for ongoing retirement earnings administration and consumer engagement. Advisors use Revenue Lab to offer purchasers focused, custom-made recommendation about how a lot they’ll spend, when and learn how to modify spending for evolving financial and market situations, and learn how to optimize distribution plans for tax effectivity. Revenue Lab software program was named “Finest in Present” on the 2022 & 2023 XYPN Advisor Tech Expos, was the “Highest-Rated Retirement Distribution Planning Instrument” within the 2023 T3/Inside Data Advisor Software program Survey, and was named a “Stand-Out in Retirement Distribution Planning” and rated highest in satisfaction and worth by the “Kitces.com Report: The Expertise that Unbiased Monetary Advisors Truly Use (And Like)”.

Media Contact
Ashley Dudzik
[email protected]
(720) 634-5120