The Income for Life Model - Frequently Asked Questions

I receive the software through Securities America. How do I get Model updates?

Joe Doherty January 28, 2011 16:11

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What growth rate are you using during the income years for each bucket?

Joe Doherty January 28, 2011 16:06

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Do you rerun or rebalance each year or periodically to re-balance real performance against beginning expected or projected performance?

Rachel Fox January 28, 2011 15:41

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Do you have a power point that we can use for a seminar/workshop?

Rachel Fox January 28, 2011 15:40

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How much can we brand the material?

Rachel Fox January 28, 2011 15:38

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Your bucket strategy implies that in 25 years, your OLD client is now 90%+ invested in aggressive equities.

Rachel Fox January 28, 2011 15:34

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Does the "flooring" ROR of 5% mean 5% withdrawal rate, or an actual 5% ROR?

Rachel Fox January 28, 2011 15:33

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Help me understand how taxes are addressed in these calculations.

Rachel Fox January 28, 2011 15:31

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Is the Model able to pull in Social Security information?

Joe Doherty January 28, 2011 15:31

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Can actually results be tracked through The Income For Life Model?

Joe Doherty January 28, 2011 15:19

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What license is required to use The Income For Life Model?

Joe Doherty January 28, 2011 15:16

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Are you approved to be used across multiple BDs?

Rachel Fox January 28, 2011 15:13

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If I was a potential investor, how would I end up as a prospect for you?

Rachel Fox January 28, 2011 15:11

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Has the IFLM Power Point been updated?

Rachel Fox January 28, 2011 15:10

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How does the model adjust at the end of each segment?

Rachel Fox January 28, 2011 14:52

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Is the bucket strategy concept oriented? Or does the system allow us to plug in specific products?

David Macchia January 28, 2011 14:38

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Can advisors modify rate of return assumptions?

David Macchia January 28, 2011 14:16

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How do I cancel W2K?

Roger November 27, 2021 00:48

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Income illustration

Young, Lewis M. July 31, 2018 18:11

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How do I tell the Model what segment I want the GMWB to start in?

Eric Rodriguez April 26, 2013 14:08

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Yearly income streams

Michael Goodwin October 05, 2012 13:59

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Is there any consideration given to Qual or non/qual assets and taxation coming out?

Joe Doherty November 23, 2011 16:34

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Are there any plans to have the IFLM distributions increase annually with the assumed inflation vs. on a segment by segment basis?

Joe Doherty November 23, 2011 16:26

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Is there a way to assume funding the buckets today with contributions going to a specific bucket?

Joe Doherty November 23, 2011 16:20

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How are advisors introducing this to cliients?

Joe Doherty November 23, 2011 16:16

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Who checks your calculations and how are they checked?

Joe Doherty January 28, 2011 17:02

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Do RIAs charge planning fees for using The Income For Life Model?

Joe Doherty January 28, 2011 16:39

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Do broker/dealer partnerships have this tool availible?

Joe Doherty January 28, 2011 16:21

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What type of investment will yield the 10 or 12% yields?

Joe Doherty January 28, 2011 16:08

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Does the floor include EIA annuities with the newer Income Riders?

Joe Doherty January 28, 2011 16:07

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