For Wealth Management, we recommend:

Annuity Planning

RETIRO is the first personalized digital annuity plan that's based on your financial goals, health, and expected longevity.

Try the RETIRO demo


Customers will answer a few simple questions and submit a recent photo for age, gender, and BMI estimates. RETIRO will calculate their their longevity estimate and find the best annuity options plan for them.

Designed to capture all critical information about the insured and have it travel with the policy, RETIRO allows for better management of payouts and timing with smoother correlated payments and cash flows.

Learn how RETIRO works

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