Opportunity & Challenge

Our Offering
Driving today’s advisory practice toward greater success is really all about managing change. This means not only managing the shift from asset accumulation to income distribution in a way that meets your clients’ individual need. You also need solutions that differentiate your business from the competition, give it the means to generate sustainable, long-term growth, and free up time to serve clients more effectively.

“How can we take retirement income to the next level in planning, strategy and solutions?”
– Survey response at Retirement Income Industry Association’s Managing Retirement Income Conference, 2007

 Shifting to income.  And positioning clients and advisors for growth.

“About 46 million of the 75 million boomers are expected to retire in the next ten years, doubling investable household assets to more than $30 trillion.” From “How Boomers Will Change Your Firm,” Financial Advisor Magazine, April, 2005.

Do you have the right tools to capture your fair share of the rapidly growing retirement income market?

Although most advisors have done a great job educating clients about why they need a retirement income plan to last through an extended retirement, the industry has been slow to develop solutions to show them how to do it.

The Tercet Retirement Solution® offers a unique, time-tested income solution that is designed to deliver inflation-adjusted income that’s greater than the industry standard— and for as long as your clients need it. The Tercet Retirement Solution®:

• Provides a proven, client-centric method for attracting, growing and managing assets;

• Allows you to transform client assets into a higher stream of income than traditional industry methods;

• Provides historical evidence of long-term growth potential.