PrARI

PrARI -- or Product Allocation for Retirement Income -- is the first product allocation tool 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.