Protected Retirement Income Management Assistant
  • Home
  • About PRIMA™
    • Mission Statement
    • ReadMe
    • Why InjAnnuity?
    • Pensionizing a 401(k) plan
    • Terms & Privacy ▶ >
      • Terms of Service
      • Privacy Policy
      • Opt In / Opt Out
    • Feedback
    • Contact Information
  • Registry
    • Product Providers >
      • Annuities
      • Investments
    • Financial Advisor Firms
    • Plan Administrators >
      • Custodians
      • Recordkeepers
      • TPA
      • Bundled (All 3)
  • Help
    • Deferred Annuity Primer
    • PRIMA™ Platform Overview
    • Roll -Your-Own Overview
    • Roll-Your-Own-Products Manual (PDF)
    • PRIMA-PLANS™ Advisor Membership
    • Manage Clients Overview
    • PRIMA™ Tutorial Videos ▶ >
      • 1. PRIMA™ Overview
      • 2. Define a Product
      • 3. Define a Participant
      • 4. Run Evaluations & Audits
    • BI-SEM Evaluation Method
  • NEWS
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
If you're not a Financial Advisor click here.
By clicking Sign Up, you agree to our Terms and Privacy Policy.
SIGN UP/LOG-IN TO RUN DARMA™
Copyright © 2021
  • Home
  • About PRIMA™
    • Mission Statement
    • ReadMe
    • Why InjAnnuity?
    • Pensionizing a 401(k) plan
    • Terms & Privacy ▶ >
      • Terms of Service
      • Privacy Policy
      • Opt In / Opt Out
    • Feedback
    • Contact Information
  • Registry
    • Product Providers >
      • Annuities
      • Investments
    • Financial Advisor Firms
    • Plan Administrators >
      • Custodians
      • Recordkeepers
      • TPA
      • Bundled (All 3)
  • Help
    • Deferred Annuity Primer
    • PRIMA™ Platform Overview
    • Roll -Your-Own Overview
    • Roll-Your-Own-Products Manual (PDF)
    • PRIMA-PLANS™ Advisor Membership
    • Manage Clients Overview
    • PRIMA™ Tutorial Videos ▶ >
      • 1. PRIMA™ Overview
      • 2. Define a Product
      • 3. Define a Participant
      • 4. Run Evaluations & Audits
    • BI-SEM Evaluation Method
  • NEWS