Capture clients current retirement assets. Enter a quick summary in the 3 fields provided and move on, or select "Asset Detail" and define individual assets in greater detail.

Quickly define each of your clients assets. IncomeMax allows users to define assets as well as specific transactions for those assets. Model changes in future contributions, real-estate transaction, planned non-periodic withdrawals, etc.

When defining individual assets, user can vary rates of return over time if desired.

IncomeMax allows users to model non-qualified fixed annuities that are used for wealth building or being annuitized.

Define any income streams that a client anticipates

IncomeMax gives you complete flexibility in defining income stream attributes.

Define clients existing life insurance policies and show how cash value and death benefits integrate into their retirement plan.

Summarize a clients current retirement situation and graphically illustrate the results. IncomeMax produces easy to understand results for your client. Users can quickly compare different scenarios side-by-side and if desired, dig into detailed ledgers for each asset and income stream.