top of page
Untitled (44).jpg
Shutterstock_2488640789.jpg

Design a lifetime
income
plan!

An all-new answer for retirement security.
Receive regular guidance on how much to save to realize your desired retirement pension.

Turn investments into pensions.

Defined Benefit Investor is a revolutionary financial technology designed to restore confidence in retirement planning. In a world where traditional pensions have all but disappeared, we bring the security of defined benefit outcomes back into reach for everyday investors.

Our platform enables financial institutions—401(k) providers, wealth managers, life insurers, mutual fund companies, and annuity issuers—to offer personalized, pension-like investment solutions that deliver guaranteed retirement income, not just account balances. With seamless integration and scalable design, Defined Benefit Investor transforms accumulation vehicles into predictable, outcome-based plans.

gtrhthjtjtjj.png

Download
One-Page Overview

Flyer copy (12).jpg

Download
Executive Summary

DB 401k black copy copy copy (4).png
DB 401k white copy copy copy copy (6).png
Shutterstock_2464635499.jpg

The Managed Account Pension

TM

What if the managed account could function like a true pension—without altering its core structure?
What if this transformation elevated the investor’s experience, making their managed account more valuable and indispensable?
What if powerful incentives led to ever greater levels of investment and made the managed account a lasting, lifelong solution—ensuring financial security throughout retirement?

A Conversation About Retirement

Learn about the application that empowers investors to create personal pensions. 

Shutterstock_2337215423.jpg

145,000

Defined Benefit Pension plan terminated in the U.S. according to PBGC.

Millions of Americans lost out. 401(k) and similar plans offer flexibility and a variety of investment options. But 401(k) plans guarantee no one a lifetime income. 

Now, it's possible for your 401(k) account to become your personal pension plan. With lifetime income guaranteed. 

Shutterstock_1408495376.jpg

"The shift from defined benefit to defined contribution has been, for most people, a shift from financial certainty to financial uncertainty."

Larry Fink, CEO, Blackrock

DB 401k white copy copy copy copy (1).png
YouTube Thumbnail - 2024-11-18T171232.703.jpg
Changing the Ownership ExperiencePersuazo
00:00 / 04:25
DB 401k black copy copy (2).png

GBU Financial Life is the first insurer to offer Defined Benefit Annuity.

Launched in March, 2025

Instagram Story (6).jpg

Transforming the lUL ownership experience. Creating an unsurpassed retirement security option.

Look for the launch during Q2 2025.

YouTube Thumbnail - 2024-11-08T215830.530.jpg
DB 401k white copy copy copy copy (4).png
(C)Copyright 2024 Persuazo LLC. All rights reserved..   I   Email: inquiry@persuazo.com  I  Phone: 802-376-1011
Defined Benefit Investor, Defined Benefit Life, Defined Benefit Annuity and Defined Benefit 401(k) are trademarks of David Macchia.
Privacy policy.
bottom of page