When a client’s retirement income plan isn’t the safest plan, it’s the wrong plan. That’s why Income Discovery pioneered Safe Pathˢᵐ. AI technology that constantly monitors and measures a client’s personalized income plan. In an instant, you and yo
Your client has retired. And an unexpected guest has crashed their party – taxes. What now? When your client was working, taxes were predetermined and your options as an advisor were limited. The day they retire, your role changes to orchestrating
Individuality – it’s a fact of life. One that explains retirees’ low acceptance of pre-packaged in-plan retirement solutions. In his article in InvestmentNews, Income Discovery CEO Manish Malhotra examines how retirement plans can better serve thei
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