Product Allocation for Retirement Income (PrARI)

PrARI™ — or Product Allocation for Retirement Income — is an optimizer and analyzer for retirement income.

This groundbreaking tool, based on proprietary algorithms developed by The QWeMA Group, allows financial advisors to separate and allocate client portfolios into three categories: immediate annuities, guaranteed minimum withdrawal benefit products, and non-guaranteed income sources (such as mutual funds with a systematic withdrawal plan).

PrARI™ supports advisors in evaluating current portfolios, including the likelihood a client’s desired income stream will be sustainable over their lifetime. PrARI™ also tests and validates proposed changes to client portfolios to increase income and sustainability.

If you are a financial services company who is serious about adopting the product allocation approach, consider what PrARI™ can do for you.

Comments are closed.