Roll -Your-Own Overview - Protected Retirement Income Management Assistant

Protected Retirement Income Management Assistant

The Roll-Your-Own-Products App

Protected Retirement Income Management Assistant™ (PRIMA™ ) has 2 No-Charge Apps for Financial Advisors:

(1)Roll Your Own - For evaluating only one participant’s portfolio using generic product templates provided
(2)Manage Clients - For evaluating participants in DC Plans or Private Groupings

(1) Is for anyone wishing to quickly see how the app works by creating and evaluating a portfolio consisting of hypothetical investment and annuity products. It’s mainly a stepping-stone for those who like what they see in (1) and wish to move up to the more elaborate (2).

(2) Same as (1) except it’s for Financial Advisors (FA) 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. InjAnnuity support for these plans and products to enable an FA to perform continuous evaluations, is on-going.

If you are a beginner in Deferred Annuities then for a short Primer click here.

To access a video detailing how Roll-Your-Own works click here.