PRIMA-Plans™ Overview - Protected Retirement Income Management Assistant

Protected Retirement Income Management Assistant

Similar to PRIMA-ONE™ except it’s for Financial Advisors (FAs] to DC plans.

It allows them to set up one or more plans with multiple participants. Plans can be real or notional. If the plan is a real one, then it might be one that’s supported by InjAnnuity. If so, that means it’s part of a platform of member plans where InjAnnuity has worked with the Plan’s providers to internally defined their products, so the user doesn’t have to, as in PRIMA-ONE™ .

To enable an FA to perform continuous evaluations, InjAnnuity support for these plans and products is current and on-going.

To use PRIMA-PLANS™ , the Advisor must first sign up as a member of the InjAnnuity platform. This is a simple no-charge process that the advisor can do on InjAnnuity's homepage.