Annuity Tools

The Retirement ACE

An animated, collaborative retirement income experience. Everything we have learned about retirement income planning, built into one online tool you run side by side with your clients.

Powerful presentation software In-depth income planning Dedicated support team

The Retirement ACE tool lives inside MyAdvisor Cloud (MAC). Log in or sign up to run it with a client.

What it is

We have taken everything we have learned about retirement income planning and put it into one online, animated, collaborative experience for you and your clients. Click through to MyAdvisor Cloud to access the Retirement ACE tool page.

This bullet-proof solution also includes exclusive access to Retirement Income Planning Support for permanent life insurance. The Retirement ACE is here to help. This unique program explores how alternative solutions can supplement a retirement portfolio by providing protection from market downturns, income that lasts a lifetime, valuable tax benefits, and relief from excessive fees. Other retirement planning tools are limited to illustrating only one retirement option with a one size fits all comparison.

Inside the ACE

Built to run the retirement income conversation

1

Powerful presentation software

An animated, collaborative experience you drive live, side by side with the client.

2

In-depth income planning solutions

Explore protection from market downturns, lifetime income, valuable tax benefits, and relief from excessive fees.

3

Dedicated retirement planning support

A support team plus exclusive Retirement Income Planning Support for permanent life insurance.

4

More than one option

Go beyond the one size fits all comparison that other retirement planning tools are limited to.

Access the Retirement ACE on MAC Runs inside MyAdvisor Cloud. Create a free account if you do not have one.

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