Annuity Experts Launch New Income Planning Software
Cyril Tuohy of Life Annuity Specialist provided an overview of the key design elements behind IncomePath:
IncomePath’s methodology provides a visual representation of income scenarios that consider investment risk, initial spending and the ability to adjust future spending, and provides a clearer understanding of the benefit of allocating a portion of savings to a product that reduces longevity risk, or the risk of outliving one’s savings.
Read more at Life Annuity Specialist (login required).
You may be interested in
The Strength Wave Podcast features a conversation with IncomePath Co-Founder and Chief Strategist Michael Finke.
IncomePath CEO Tamiko Toland spoke at RetireTech (part of Medicarians) in the 2024 summit.
In this episode of Breakthrough Advisor, Jack Martin talks to IncomePath CEO Tamiko Toland about how advisors can help clients alleviate the fear of outliving their income through education and empowerment. They discuss:
Press
We welcome interest from members of the media. If you are a journalist, podcaster, or blogger and would like to request an interview, please get in touch using the contact form below or send an email to press@incomepath.com.
We will respond to media inquiries in a timely manner. Please include your contact information, and a general idea of the story or concept you are working on.
Outside of IncomePath (our favorite!), some of the topics we cover are:
