Protected Retirement Income Management Assistant
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    • Pensionizing a 401(k) plan
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Use PRIMA™ to analyze, strategize, evaluate and add value to your Clients' 401(k) plan

Its comprehensive Modeler makes it a
MUST-HAVE tool for the diligent Financial Advisor (and also for informed non-professionals).
PRIMA™ will you assist with:
  • Adding value by showing the optimum paths
  • Evaluating an existing plan
  • Evaluating an annuity for purchase
  • Comparing and replacing it with a better one
  • Monitoring a plan
  • Revealing windfalls from rich embedded guarantees 
  • Provides sophisticated:
    • Reports
    • Charts
PRIMA™ will help you:
  • Understand how they work.
  • Model a their features and benefits.
  • Project your client's retirement income, over a thousand PRIMA™ generated Economic Scenarios.
  • Calculate PRIMA™-standard metrics.
  • Use these metrics to:
    • evaluate and rate a plan
    • compare annuities, before buying/replacing one
    • expose contract flaws and subtle gotchas.
    • optimize monetization strategies
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Copyright © 2021
  • Home
  • NEWS
  • Log In
  • About PRIMA™
    • ReadMe
    • FAQs
    • Pensionizing a 401(k) plan
    • Tutorial (PDF)
    • Terms & Privacy ▶ >
      • Terms of Service
      • Privacy Policy
      • Opt In / Opt Out
    • Annuity Primer (video)
    • PRIMA™ Demo Video
    • Game Changer (PDF)
    • Why InjAnnuity?
    • Feedback
    • Contact Information