Income Navigator

“Will I have enough money to live on in retirement?”

Today, people are living longer, which means they need to think long-term when planning for retirement income needs.

Income Navigator is designed to help investors see how the decisions they make today will impact their financial future.

How Does It Work?

*These visuals are shown for illustrative purposes only and do not guarantee success or a certain level of performance.

Income Navigator provides a personalized plan that connects your recommended investment allocation with your client’s future income needs.

This segmented, time-based approach seeks to allow your clients to maintain their standard of living throughout retirement.

Why Income Planning?

It Gives Investments a Purpose

The income planning process can help you answer the most relevant questions for your clients.

  • How much money will I need in retirement?
  • When can I retire?
  • Will my spouse and/or children be OK if something happens to me?
  • Can I leave a legacy?

It Spreads Investment Risk Out Over Time

An income plan can help you safeguard retirement savings while helping investors remain confident.

  • Short term income needs can be met through low-risk investment vehicles.
  • Longer term income needs are invested with the goal of defending against inflation risk while growing your clients’ portfolio.

It Helps Investors Better Prepare for Their Future

Today’s investors have complex needs.

  • Align investment strategies with clients’ unique income needs.



The Income Navigator Questionnaire is a vital part of the Case Design process

Click here to download a copy

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