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Technology Innovation
At its core, the technology systematizes contributions and projections to deliver guaranteed or targeted retirement income, similar to what employers once offered through pension plans. This creates clarity, security, and confidence for savers—while opening a new era of product design and delivery for financial institutions.
As investment returns fluctuate over time, you always know how much to invest to stay on track for enjoy retirement income guaranteed for life.
Your Desired Retirement Income
Five decisions enable you to define the paramaters of your defined benefit plan.
1
Age You Will Receive Income
2
Baseline Interest Rate Assumption
3
Years to Invest
4
Income Payout Option
5
Based upon your assumed growth rate, our software calculates how much you will invest annually to realize your targeted income.
Because we can't know how your investment will perform in the future, each year we will recalculate how much your deposit must be adjusted-upward or downward- to remain on track for your targeted income.
Simplicity, Transparency and Investor Empowerment.
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Each year, your Annual Report gives you the information you need to make a good decision based upon your budget and objectives.
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Raise or lower your deposit based upon actual investment performance. You are always in control.
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Login to your personal Defined Benefit Invester account anytime to review your Annual Reports.
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See the impact of inflation on your targeted income. ​
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You always have the information you need to remain on track, or modify your income objective.
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(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.
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